Knomee

?? What if your money could tell your story? Would it reflect who you are, what you stand for, and the impact you want to make? Marla Sofer—CEO & Founder of Knomee and a powerhouse in fintech (and a featured WW!)—has spent her career making financial systems smarter, fairer, and more accessible. But when it came to her?own?wealth, she realized something important: Even the most financially savvy leaders benefit from expert guidance. In our latest Wednesday Women blog, Jessica Gibbs, CFP?, Vice President & Partner at Monument Wealth Management, dives into Marla’s journey and how women leaders can redefine wealth on their own terms, along with these topics: ?? Why even the most financially savvy women benefit from expert guidance ?? How to shift from financial literacy to financial alignment (it’s more than just spreadsheets!) ?? The power of unlearning limiting beliefs about money and success ?? How to make money work for you—so you can lead, invest, and live with purpose This is a must-read (and a must-listen ??) for ambitious women who are ready to think differently about wealth, success, and impact. ?? Read Marla’s story & tune into the full conversation: https://lnkd.in/eSvZtbdg ?? What does wealth mean to YOU? Drop your thoughts in the comments! #WednesdayWomen #WomenInLeadership #FinancialEmpowerment #MoneyMindset #WomenWhoLead

Who cares most about the science behind their relationship with money? People in their 20s 30s 40s 50s or 60s?? I have the answer. It is evidenced in YouTube shorts that I created talking about behavioral finance impacting people in each of these decades of life. ?? People in their 20s win by a huge margin…. ?? Followed closely by those in their 60s. ??♀? 30s and 40s….where are u guys? ?? And 50s? Of course it could be that people in their 20s and 60s just have more time to scoll through YouTube, or that they are just incredible fans of Knomee. But I think not. I think we try to set ourselves up for a solid future by thinking about our relationship with money as we are getting started in life and earning our first salary, paying off education debt, and trying to save. And I think we think about money a lot again when we contemplate our legacy and think about the impact we want to have, who we want to touch, and how our money plays a role in manifesting that. For the 30 years in the middle, we are busy. We might even be so busy that we lose sight of the importance of the relationship we have with money as an expression of what matters most to us. Money comes and goes, we are busy, raising families, buying houses, climbing, ladders, getting married, getting divorced, moving, vacationing, exploring hobbies, exercising, socializing, buying, buying, buying. Maybe also doing a bit of investing. But money sits on the side missing our attention. What do you think? Are you too busy to think about money? Are you curious about your relationship with it? Does behavioral finance and science interest you? Or do you hate thinking about money so much that you would rather talk about anything else on the planet? I’d love to hear your thoughts. #money #behavioralfinance #financialplan #identity #agesandstages

Do You Really Know What Drives Your Clients' Decisions? ? You know their assets. ? You may know their risk score. ? But do you know how they feel about money? Most advisors don’t—because traditional discovery tools don’t capture a holistic picture of financial identity, i.e.how they feel, what they want, why they act as they do. ? Clients’ money decisions are emotional. ? Their priorities shift with life transitions. ? Without a structured way to track this, firms lose trust—and clients. The future of wealth management isn’t just about investments & products. It’s about people. Our latest blog https://lnkd.in/gFZCYVJP breaks it all down.?Check it out! #FinancialAdvisors #WealthManagement #ClientRetention #FinancialPlanning

YOU are amazing!! Thank you so much!! Knowing me, knowing you, my new podcast, kicked off with a bang last week. This week we dropped an episode featuring Cheryl Nash talking about how personalized investing has already expanded beyond the high net worth market, and continues to evolve to include new asset classes like private equity and other alternatives. Next week, make sure you tune in to listen to Edward Coambs, CFP?, LMFT, CFT-I? on financial intimacy, talking about money in relationships, and how money and therapy overlap. I asked you for your thoughts, and you answered!! Several of you named specific names that you would like me to interview. Others shared topics, including… - making boat loads of money and still struggling to make ends meet - how to deal with unpredictable job markets, and the march of AI - helping clients maintain long-term perspective during short-term volatility - styles of wealth management for different wealth demographics - Keeping up with the rapid change in regulations Please keep your suggestions and ideas coming. I’m listening to you and you will hear the topics that you care about most in upcoming episodes. If you are in any way involved in wealth management, technology that supports people with money, or a person who just wants to make sure that they are OK and that their future is OK …..then this podcast is for you. Our aim is to improve your connection with money and the people that help you navigate that connection. Money is personal. It is emotional. It is power. It is an opportunity to express identity and drive change. Read more here https://lnkd.in/gA8fX5cM With much love and gratitude! #Wealthmanagement #FinancialPlanning #AmIOK #Podcast #FinancialIdentity

Wealth Management Is Evolving. Are You Keeping Up? The firms that?thrive?in the next decade will be the ones that understand their clients—beyond assets, beyond risk scores, beyond static intake forms. What motivates their financial decisions? How do major life events shift their financial confidence? Where do their values and investments align—or clash? Our latest blog https://lnkd.in/gFZCYVJP?breaks it all down.?Read now if you're serious about client retention and business growth. #WealthManagement #ClientEngagement #BehavioralFinance #FinancialAdvisors

?? WealthTech Wisdom ?? ....and a bit of barking (sorry) – we’re learning as we go! If you hear a dog barking at the start of this podcast episode… well, welcome to the reality of launching something new. We’re figuring this out in real time, but trust me—what follows is worth the listen. I am beyond thrilled to introduce Cheryl Nash as the very first guest on the Knowing Me, Knowing You podcast! ??? Cheryl is an icon in wealth management and fintech. She’s been at the forefront of change in our industry, pioneering personalization in investing, advocating for women in wealth, and shaping the way financial technology serves both advisors and clients. She’s spent over 30 years leading innovation—from her time at Fiserv to CEO of Tegra118 to her current role as President, APL at InvestCloud. ?? Why should you listen? Because Cheryl drops insights on: ? The evolution of personalized investing—from SMAs/UMAs to AI-driven wealthtech ? How technology meets humanity in modern wealth management ? The biggest blind spots in the industry when it comes to the next generation of investors ? Why aligning money with values is no longer optional—it’s the future Plus, we dig into the massive wealth transfer ahead and how advisors must evolve to meet the moment. ?? If you’re in wealth management, fintech, or just someone who wants their financial experience to feel more personal—this episode is for you. Don't forget to share it with people that need to hear it! ?? Listen now & let me know: What’s one way you’d like your financial experience to feel more personal? Drop it in the comments! ?? Spotify https://lnkd.in/emaWj62G ??Apple https://lnkd.in/eSZTmnrz ??YouTube https://lnkd.in/eMHzwvcY ??Substack https://lnkd.in/edkDxHcu #KnowingMeKnowingYou #WealthManagement #Fintech #Wealthtech #SMA #FinancialIdentity #WomenInWealth #Podcast ??

Most financial advisors know their clients’ portfolios, but do they know their priorities? With 82% of Americans saying their values shape financial decisions, the real challenge isn’t just managing money—it’s understanding what truly matters…how clients define “wealth” in their own terms. The industry is still playing catch-up, but the best advisors are shifting from transactions to relationships built on trust, loyalty, and long-term growth. This season on Knowing Me Knowing You, we’re exploring how advisors can deepen client connections and redefine wealth management. Follow us on Spotify and Apple Podcasts to stay updated on every new episode! #Knomee #FinancialPlanning #WealthManagement #Fintech #FinancialIdentity #DataDiscovery

Why 60-Somethings Struggle With Estate Planning Most people don’t love thinking about what happens after they’re gone. That’s Regret Aversion—we avoid decisions that feel final, even if avoiding them could create problems for our loved ones. ?? Outdated wills and estate plans ?? Unfinished conversations about wealth transfer ?? Delayed decisions on charitable giving or legacy planning Advisors, the best client discovery process anticipates these fears and helps clients take action—before regret sets in. If you’re not tapping into these behavioral insights, are you truly helping your clients make the best decisions? ?? Read our latest blog to see how modern client discovery leads to better outcomes. https://lnkd.in/gZcNz4cs What’s one way you help clients make confident legacy decisions? Let’s discuss below. ?? #financialwellness #SelfDiscovery #financialplanning #wealthmanagement #financialfreedom #personalfinance #money #60something

Big News: Knomee’s Podcast Launch + Insights on Behavioral Finance & Volatility! ????? We’re thrilled to share the latest from Knomee—and this one’s big. ? The Knowing Me, Knowing You Podcast is LIVE! ?? We’re bringing you candid conversations with top industry leaders, behavioral finance experts, and innovators who are shaping the future of client discovery, financial engagement, and personalized advice. Don’t miss our first episodes! ? Understanding Financial Choices Across Life Stages ???? How do our biases, habits, and emotions shape financial decisions? We’re breaking down the behavioral science behind money choices—helping both advisors and clients make smarter, more aligned decisions. ? Navigating Market Volatility with Confidence ???? The markets are shifting, uncertainty is rising—how do you stay grounded? We’re sharing strategies to help investors and advisors navigate turbulence with clarity and resilience. Ready for insights that will transform the way you think about financial discovery and decision-making? Check out the latest Knomee newsletter & subscribe! ?? #WealthManagement #BehavioralFinance #FinancialPlanning #ClientEngagement #PersonalFinance