Knowing Me, Knowing You

What if financial services truly understood who you are beyond your risk score or credit report? In this episode we talk with Colleen Wilson, Chief Product Officer at Best Egg, about how wealth management can move beyond risk scores and spreadsheets to build real, human relationships.  We explore what it means to take radical responsibility for your financial life—and how advisors can act as partn...

Money isn’t just numbers—it’s deeply emotional. It influences our relationships, self-worth, and decision-making in ways we don’t always realize. In this episode of Knowing Me, Knowing You, we explore financial intimacy and break the silence around financial therapy with Ed Coambs, a leader in the field and Founder of Healthy Love and Money. Ed unpacks how our emotional connections to money shape...

Wealth management is evolving fast, and technology is at the heart of it. In this episode, we’re talking with Cheryl Nash, president of APL at InvestCloud, to explore how AI, data, and digital tools are transforming the advisor-client experience. 🎧 Key Takeaways: 🔹 How AI and data analytics are making wealth management more personal 🔹 The evolution of SMAs and UMAs—now accessible to more invest...

Welcome to Knowing Me, Knowing You! Wealth management is at a turning point—clients demand more than investment management. They want advisors who truly understand them. In this first episode, we dive into why the industry’s approach to client discovery is failing—and how behavioral insights, real engagement, and deeper conversations can transform & grow financial relationships. 🎧 Key Takeawa...

Wealth management isn’t just about numbers—it’s about people. Knowing Me, Knowing You is the podcast for forward-thinking wealth managers and clients who want to build stronger, more meaningful financial relationships. Through conversations with experts in behavioral finance, fintech, and financial planning , we explore how to move beyond spreadsheets to truly understand what drives financial deci...