business
Hosted by Marla Sofer · business · EN-US
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.
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Contact path
Public web form
Booking probability
32%
Guest openness
Selective
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Signup to Generate a PitchKnowing 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.
Knowing Me, Knowing You is hosted by Marla Sofer. The show has published 83 episodes to date.
Recent episodes include "83. Good Service vs Truly Knowing Your Client with Hayley Block" (27 October 2026, 40 minutes), "82. Wealth Is Not Just Money. It's Alignment With Who You Are with Breanna Rae Blaney" (20 October 2026, 38 minutes), and "81. There Is No Best Financial Strategy. There’s a Best Strategy for You with Ben Rapp" (13 October 2026, 40 minutes).
Knowing Me, Knowing You publishes roughly weekly, with episodes averaging 35 minutes across 83 episodes.
Booking probability for Knowing Me, Knowing You is 32%, and the host is rated Selective on guests. Knowing Me, Knowing You requires a Pod Score of 80 or higher. Knowing Me, Knowing You's contact route on record: public web form.
The strongest fits for Knowing Me, Knowing You are Investing & Wealth Management. Knowing Me, Knowing You has a business audience.
Marla Sofer hosts Knowing Me, Knowing You, a business podcast with 83 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Knowing Me, Knowing You
Delivering a consistent client experience is becoming easier. Making sure every client still feels individually understood is hard. In this episode, Hayley Block, Executive Managing Partner, Wealth Operations and...
Knowing Me, Knowing You
As automation takes on more of the technical work in wealth management, advisors have a new opportunity: to focus on the human being across the table. But what does it take to hold that space well? In this episode...
Knowing Me, Knowing You
Financial advice is filled with best practices. Maximize the match. Choose the right retirement plan. Follow the right investment strategy. But the same answer doesn’t work for everyone. In this episode, Ben Rapp...
Knowing Me, Knowing You
People can have the same financial goals on paper and completely different reasons for wanting them. Security, success, family, and peace of mind are deeply personal, and understanding what those words mean to each...
Knowing Me, Knowing You
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...
Knowing Me, Knowing You
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...
Knowing Me, Knowing You
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...
Knowing Me, Knowing You
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...
Knowing Me, Knowing You
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...
Episode #71
Most advisory firms believe they need more marketing. More content. More campaigns. More visibility. But what if the real challenge is not getting noticed? What if it is making sure people truly understand the value you...
Knowing Me, Knowing You
How do the fastest-growing wealth management firms shift from accidental growth to intentional design? In this episode of the Knowing Me, Knowing You podcast, Marla sits down with Erica Rodrigues and Morgan Bell from...
Knowing Me, Knowing You
How has the affluent investor’s journey fundamentally changed while the first advisor meeting remains stuck in 1984? In this episode of the Knowing Me, Knowing You podcast, Marla takes us behind the scenes of her own...
Knowing Me, Knowing You
Most financial advisors present a perfectly logical wealth strategy, only to watch a client completely freeze. The standard response is to reopen the spreadsheet, point to historical returns, and double down on the...
Knowing Me, Knowing You
Most successful professionals handle massive complexity at work, but feel completely overwhelmed by their own financial clutter. Papers pile up, accounts sit scattered across institutions, and a five-million-dollar...
Knowing Me, Knowing You
<p>Every wealth management firm wants organic growth. Few achieve it consistently.</p><p>In this episode of Knowing Me, Knowing You, we sit down with Mark Tibergien, one of the most influential voices in the evolution...
Knowing Me, Knowing You
<p>Every wealth management firm wants growth. More leads. More meetings. More assets. Yet despite increased spending on marketing, lead generation platforms, AI outreach, and prospecting tools, many advisors are finding...
Knowing Me, Knowing You
<p>For decades, retirement planning has revolved around a familiar process: determine a client's risk tolerance, build a diversified portfolio, and hope the numbers work out. But what if that entire framework starts in...
Knowing Me, Knowing You
<p>In this episode, I sit down with Sonya Lutter, Certified Financial Planner, licensed marriage and family therapist, and a leading voice at the intersection of money and mental health. As a co-founder of the Financial...
Knowing Me, Knowing You
<p>In this episode, I sit down with Natalie Taylor, CFP®, nationally recognized financial planner, fintech consultant, and founder of the Goodland Group, to explore what it really means to deliver advice that works in...
Knowing Me, Knowing You
<p>In this episode, I sit down with Wesley Rowlands, partner and advisor at Atikan Wealth Partners, to explore a different approach to financial planning that starts with purpose, not products. With nearly two decades...
Recent guests on Knowing Me, Knowing You. Study who booked and why before you pitch.
author of 'Good Money Revolution', Good Money Frameworks
Certified Financial Planning Professional, author, podcast and radio show host, university lecturer, C3 Risk & Insurance Services
head of personal financial management, Rise Growth Partners
founder and CEO, Knowmee
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