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 decisions. Whether you're an advisor looking to deepen client engagement or an investor seeking a relationship that aligns with your values, this podcast is for you.

Better conversations. Smarter decisions. Stronger connections. Subscribe now.

Connect with me! 

• Marla Sofer on LinkedIn
• Knomee