Knomee

10/04/2026

Sonya Lutter and Marla Sofer discuss how advisors can gather deeper client context — beyond the surface-level conversation — to build more personalized plans that clients are actually able and willing to follow. Knowing You, Knowing Me is on Apple Podcasts, Spotify, and Youtube. https://www.knomee.com/?utm_source=youtube&utm_medium=social&utm_campaign=conversion_2026

09/04/2026

The financial industry has spent decades treating growth and impact as a trade-off. You either build something profitable or you build something meaningful. You either serve the bottom line or you serve the client. Pick one.

That framing is the reason so many financial relationships feel transactional, and why so many clients walk out the door the moment life gets complicated.

The advisors and institutions that are winning right now are not choosing between doing good and doing well. They are recognizing that empathy is not a soft skill. It is a growth strategy. When a client feels genuinely understood, they stay. They refer. They trust you with the moments that matter most, not just the assets that are easiest to manage.

Knomee helps you meet the moment with a fundamentally different starting point for the relationship. One where the client's real life, their values, their fears, their actual goals, is the input. Not their portfolio balance.

Purposeful innovation does not mean slowing down to be thoughtful. It means building something sustainable enough to grow because it was designed for the human holding it.

When your tools are built with empathy at the core, growth is not a goal you chase. It is a result you earn.

The full conversation with Amanda Estiverne-Colas on Knowing Me, Knowing You explores moving from philosophy into practice.

Apple Podcasts: https://podcasts.apple.com/us/podcast/57-why-trust-is-the-foundation-of-financial/id1798799321?i=1000760037783
Spotify: https://open.spotify.com/episode/2WJGmGtCuQTSF2A7qcKhqR?si=ea132cf1799a4ca2

08/04/2026

The future of wealth management isn’t less human — it’s more. In this moment of transformation, advisors have the chance to deepen relationships, differentiate through insight, and use better tools to serve clients more meaningfully.

08/04/2026

Aiming for more money without knowing what it will help you achieve? Check out my conversation with Dasha where we talk about what it's all for.

“Everyone wants to be rich…but what if that’s the wrong goal?”It’s something we all think about —but don’t talk about enough.In this episode of Talks with Da...

08/04/2026

The moment a client loses a spouse, faces a diagnosis, or navigates a divorce is not when the advisory relationship breaks. It is when you find out how strong it actually was.

Most firms never see it coming because most firms are measuring the wrong things. AUM. Portfolio performance. Asset allocation. These numbers fill reports to serve the industry, they have nothing to do with trust, and making a client feel known.

The advisors and institutions that keep clients through the hardest moments are not the ones with the best models. They are the ones who built trust before the crisis arrived. Who asked better questions. Who designed for the human, not just the account.

Fairness and inclusion are not just values to put in a mission statement. They are structural decisions. They are built into the questions you ask, the tools you use, and the way your systems respond when a client's life suddenly looks nothing like the plan.

The firms that will lead the next decade are not waiting for a hiccup to test the relationship. They are building relationships strong enough to survive.

Catch the full conversation with Amanda Estiverne-Colas on Knowing Me, Knowing You.

Apple Podcasts: https://podcasts.apple.com/us/podcast/57-why-trust-is-the-foundation-of-financial/id1798799321?i=1000760037783
Spotify: https://open.spotify.com/episode/2WJGmGtCuQTSF2A7qcKhqR?si=ea132cf1799a4ca2

07/04/2026

Financial planning tools solve for what’s predictable and fall short on the real world unpredictability of life.

The paycheck that comes every two weeks. The bill that arrives every month. The retirement date you circled on a calendar twenty years ago.

Best made plans.

Life doesn't follow a schedule. The car breaks down. The roof begins to leak. A medical bill lands without warning. And suddenly, the system that was supposed to support you reveals exactly who it was designed for.

Financial volatility isn't rare. It's regular. It's the layoff, the diagnosis, the unexpected expense that wipes out three months of progress in a single afternoon. Most people aren't financially vulnerable because they made bad decisions. They're vulnerable because the products built to serve them were never designed with their real lives in mind.

Planning for what’s predictable is easy. The harder, more important work is asking: what happens to our clients when life goes sideways? Are we building relationships resilient enough to hold?

That question doesn't just apply to fintech infrastructure. It applies to every advisor, every firm, every person who sits across from a client and calls it a relationship.

Listen to our full conversation with Amanda Estiverne-Colas on Knowing Me, Knowing You.

Apple Podcasts: https://podcasts.apple.com/us/podcast/57-why-trust-is-the-foundation-of-financial/id1798799321?i=1000760037783
Spotify: https://open.spotify.com/episode/2WJGmGtCuQTSF2A7qcKhqR?si=ea132cf1799a4ca2

06/04/2026

Hear why ego is the granddaddy of human bias—and how overconfidence can keep people from ever seeing what they need to work on. New episode of Knowing Me, Knowing You with Marla Sofer. https://www.knomee.com/?utm_source=youtube&utm_medium=social&utm_campaign=conversion_2026

04/04/2026

The best financial decisions start with one question: what would you stretch outside your comfort zone for—even if it meant making less money? In this clip from Knowing Me, Knowing You, host Marla Sofer and her guest unpack how getting clear on your core values is the foundation of a financial plan that actually fits your life. https://www.knomee.com/?utm_source=youtube&utm_medium=social&utm_campaign=conversion_2026

02/04/2026

Half of your clients are reconsidering who they trust after a major life event.

Not because they're unhappy with returns. Because something shifted, and they're not sure their advisor shifted with them.

That's not a retention problem. It's a discovery problem.

The advisors capturing this moment aren't doing it with better pitches or faster follow-ups. They're doing it by understanding people earlier, before the first meeting, before the questions get generic, before the prospect has to perform clarity they don't yet have.

When someone feels genuinely understood, they don't shop around. They lean in.

Discovery isn't a form to fill out or a box to check before the real conversation starts. It's where the relationship either begins or stalls. The advisors who treat it that way are the ones prospects remember, choose, and stay with through every life transition that follows.

The full episode of Knowing Me, Knowing You unpacks why the moment that determines trust happens earlier than most firms think, and what to do about it. It's worth your time.

Apple Podcasts: https://podcasts.apple.com/us/podcast/56-why-advisors-lose-prospects-before-the-first/id1798799321?i=1000758419233
Spotify: https://open.spotify.com/episode/3N7ZxeeeuZopajoX6xSyXy?si=055b567a06dc4a64

01/04/2026

Hear on Knowing Me, Knowing You the break down why AI-powered financial assistants are the key to making behavioral change effortless—and why we're entering a whole new era of financial infrastructure. Full episode on Spotify, Apple Podcasts, and YouTube. https://www.knomee.com/?utm_source=youtube&utm_medium=social&utm_campaign=conversion_2026

01/04/2026

Most prospects don't ghost advisors because they weren't interested.

They ghost because they never felt certain the advisor truly got them.

There's a difference between an advisor who asks the right questions and one who already knows the right things. One is running an interview. The other is starting a relationship.

The first meeting rarely closes the gap on its own. By the time you're sitting across from someone, there's too much happening at once. The advisor is processing. The prospect is figuring out what they even think. And the window for real connection is narrow.

That's exactly the problem Knomee was built to solve. Before the meeting happens, prospects move through a short behavioral finance guided experience that helps them surface why they're looking for help, what they value, and what decisions are weighing on them. By the time the advisor sits down with them, the guesswork is gone.

Trust isn't built by explaining how you work. It's built when someone feels like you already understand why they showed up. Knomee makes that possible before anyone walks through the door.

That shift doesn't happen in the meeting. It happens before it.

If this landed, the full episode of Knowing Me, Knowing You goes deeper into what that looks like in practice, and why the advisors who get it right are changing when the relationship begins, not just how.

Apple Podcasts: https://podcasts.apple.com/us/podcast/56-why-advisors-lose-prospects-before-the-first/id1798799321?i=1000758419233
Spotify: https://open.spotify.com/episode/3N7ZxeeeuZopajoX6xSyXy?si=055b567a06dc4a64

31/03/2026

Hoping a first meeting goes well is not a strategy.

Most advisors do everything right and still walk away uncertain. They prepared. They asked good questions. They built rapport. And the prospect said they'd think about it.

What if the meeting was never the problem?

Prospects don't come to a first meeting knowing how to articulate what they need. They come hoping someone will help them figure it out. When that pressure lands entirely inside a 60-minute conversation, it's a lot to ask of both people in the room.

But when someone has already had space to think, privately, on their own terms, about why they're actually looking for help and what would make the relationship worth it, they show up differently. More open. More specific. More ready.

95% completion isn't a product stat. It's a signal. People want to be known. Give them the right environment and they'll do the work to get there.

The advisors who understand this aren't just running better meetings. They're building better relationships from the very first touchpoint.

The full episode of Knowing Me, Knowing You is out now. If you're ready to stop leaving first meetings to chance, start there.

Apple Podcasts: https://podcasts.apple.com/us/podcast/56-why-advisors-lose-prospects-before-the-first/id1798799321?i=1000758419233
Spotify: https://open.spotify.com/episode/3N7ZxeeeuZopajoX6xSyXy?si=055b567a06dc4a64