Knowing Me, Knowing You

Knowing Me, Knowing You – The Podcast For The Future of Wealth Management The Knowing Me, Knowing You Podcast is where forward-thinking wealth managers, tech innovators, and engaged clients come together to explore the future of client discovery and engagement to drive growth. Through candid conversations with industry leaders, behavioral finance experts, and innovators, we uncover new ways to personalize advice, strengthen advisor-client relationships, and drive business growth. Whether you're an advisor looking to differentiate, a fintech leader shaping the future, or a client who wants more alignment between money and purpose—this podcast is for you. Better conversations. Smarter decisions. Stronger connections. Subscribe now.

Knowing Me, Knowing You is a business podcast hosted by Marla Sofer, with 79 episodes on record and a Required Pod Score of 80.

Marla Sofer hosts Knowing Me, Knowing You, a business show with 79 episodes published.

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  Knowing Me, Knowing You

  79. Derrick Kinney Says the Best Financial Conversations Start With the Person

  Sep 29, 202638 min

  The financial questions people bring to the table are rarely the whole story. Behind concerns about retirement, investing, or making the wrong decision are experiences, beliefs, fears, and priorities that can shape how someone thinks about money for decades. In this episode, Derrick Kinney explores what happens when the conversation starts with the person rather than the product. From asking questions that help people uncover what’s really on their minds to recognizing the importance of tone, timing, and listening, Derrick shares why meaningful discovery requires more than simply gathering financial information. As technology makes information easier to access, understanding becomes an even greater differentiator. The future of wealth belongs to experiences that give people the space to articulate what matters, uncover what may be shaping their decisions, and feel genuinely known before solutions enter the conversation. Connect with us! Marla Sofer on LinkedIn Knomee Derrick Kinney on LinkedIn Success for Advisors

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  Knowing Me, Knowing You

  78. Why Money Is the Tool, Not the Goal with Mike Milligan

  Sep 22, 202638 min

  For decades, wealth management has focused on accumulation, optimization, and reaching a number. But money alone doesn't tell us what someone is trying to create with it. In this episode, Mike Milligan explores what changes when the conversation starts with a different question: Why is money important to you? From the experiences that shape financial behavior to the importance of asking “why” more than once, Mike shares why understanding the person behind the money can reveal needs that financial statements never will. The future of wealth isn't about creating the same path for every client. It's about giving people the space to articulate what matters to them, understand what drives their decisions, and use money as a tool to build a life that is uniquely their own. Connect with us! Marla Sofer on LinkedIn Knomee Mike Milligan on LinkedIn One Oak Financial

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  Knowing Me, Knowing You

  76. The Future Doesn't Happen to You. You Build It with Brian David Johnson

  Sep 7, 202636 min

  The future often feels unpredictable, especially as technology reshapes how we live, work, and make decisions. But what if the future isn't something that simply happens to us? What if the most important question isn't what AI will do next, but what kind of future we want to create for ourselves? In this episode, I am sharing one of my favorite conversations with, Brian David Johnson, futurist, engineer, professor, and former Chief Futurist at Intel, to explore the power of agency in an age of accelerating innovation. We discuss future casting, the importance of human centered technology, why trust must remain at the core of every technological advancement, and how curiosity and optimism shape better outcomes than fear ever will. Whether you're leading a business, advising clients, or simply thinking about your own future, this conversation is a reminder that the strongest decisions begin by understanding what matters most and intentionally building toward it. Connect with us! Marla Sofer on LinkedIn Knomee Brian David Johnson on LinkedIn Phaedrus Engineering

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  Knowing Me, Knowing You

  75. Why Better Questions Lead to Better Investment Decisions with John Cole Scott

  Sep 1, 202629 min

  Clients rarely walk into an advisor's office asking for a specific investment product. They come looking for confidence. Reliable income. Greater flexibility. Protection from uncertainty. The advisor's job is not to start with a solution. It's to first understand the problem the client is trying to solve. In this episode, John Cole Scott shares why specialization matters, how decades of studying closed-end funds have shaped his perspective on investor behavior, and why the future of wealth management belongs to advisors who understand people before portfolios. We discuss behavioral coaching, investor psychology, niche expertise, AI, and why having more investment options only creates value when they're connected to what clients actually need. As technology continues to expand access to information and investment research, differentiation will come less from knowing more products and more from asking better questions. Because clients don't remember the investment you recommended. They remember whether you understood what they were trying to accomplish. Connect with us! Marla Sofer on LinkedIn Knomee John Cole Scott on LinkedIn CEF Advisors

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  Knowing Me, Knowing You

  72. Joe Duran on Why Great Financial Advice Starts with Understanding People

  Aug 4, 202654 min

  Few people have shaped modern wealth management like Joe Duran. As the founder of United Capital, Joe transformed a startup into one of the nation's largest Registered Investment Advisors before its $750 million acquisition by Goldman Sachs, where he became a Partner and CEO of Personal Financial Management. Before that, he founded Centurion Capital, which was acquired by GE, where he led the wealth management business that later became AssetMark. Across three decades, Joe has consistently challenged conventional thinking and helped redefine what great financial advice looks like. In this conversation, Joe shares what he's learned from building category-defining companies, advising thousands of financial professionals, and pioneering the integration of behavioral finance into the advisory process long before it became mainstream. Together, we explore the future of RIAs, the impact of AI, private equity's influence on the industry, why investment performance is no longer a differentiator, and how the most successful firms of the next decade will create value by understanding people before building portfolios. Joe explains why the future belongs to advisors who combine technology with humanity, create unforgettable client experiences, and help clients make better life decisions, not simply better investment decisions. Whether you're an independent advisor, RIA leader, enterprise executive, or simply passionate about the future of wealth management, this episode offers rare insights from one of the industry's most influential entrepreneurs and visionaries. Connect with us! Marla Sofer on LinkedIn Knomee Joe Duran on LinkedIn Rise Growth Partners

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