Knomee Connections
Hello there! Knomee is back in your inbox with powerful insights to help wealth managers and clients connect on a deeper level.
This month, we’re announcing the launch of the Knowing Me, Knowing You podcast (trust me, you don’t want to miss it!!), we share lessons from behavioral science that help us understand financial choices through the seasons of life, and we reflect on preparing for a new era of market volatility.?
??? Knowing Me, Knowing You: A Podcast for the Future of Wealth Management
I’m so excited to launch Knowing Me, Knowing You—a podcast that redefines how we think about financial decision-making.
Join me on MARCH 4, 2025 for our first weekly episode!?
We’ll be discovering the human side of money—how to build deeper connections, make better financial decisions, and shape the future of wealth management.
What really drives financial choices? It’s not just numbers—it’s values, emotions, and evolving life goals. Yet, too many advisors rely on outdated discovery methods that overlook what truly matters.
That’s why I’m bringing together some of the brightest minds in wealth management, fintech, and behavioral finance. Our first episodes feature inspiring leaders like Cheryl Nash , Nicole Casperson , and Brian David Johnson —sharing insights on the future of client relationships, personalization, and financial technology.
Subscribe now and be part of the conversation!
?? Who should listen?
?? What you’ll get:
?? Ready to rethink client engagement and financial discovery? Subscribe now and never miss an episode. Because better discovery builds lasting growth.
?? Listen & Subscribe: Knowing Me, Knowing You
Subscribe on Apple Podcast https://podcasts.apple.com/us/podcast/knowing-me-knowing-you/id1798799321
Subscribe on Spotify https://open.spotify.com/show/32HHQEgBSpOxMCjCfuUCl9
Subscribe on YouTube https://www.youtube.com/@KnomeeApp/podcasts
Discovery Through the Ages: Why It Matters for Financial Advisors
By now you know that financial advice needs grounding in discovery beyond the numbers. It’s about understanding the evolving priorities, emotions, and values that shape financial decisions at every stage of life. So what does behavioral finance teach us about how we behave in each decade of our lives?
A 25-year-old just starting their career, a 45-year-old balancing family and wealth accumulation, and a 65-year-old planning their legacy all have very different perspectives on money. Yet, most financial discovery processes treat them the same, focusing solely on assets and income rather than what truly drives their decisions.
Why This Matters for Advisors
Behavioral finance research shows that emotions, biases, and life experiences influence financial decisions more than raw data. https://www.knomee.com/blog/ages That’s why better discovery leads to more personalized, impactful financial plans—helping clients feel confident in their next move.
Key Behavioral Finance Insights by Life Stage:
Knomee’s platform helps financial advisors uncover deeper client insights, ensuring financial strategies align with what truly matters at every stage of life. Because financial planning isn’t just about money—it’s about meaning.
?? Want to elevate your client discovery process? Let’s talk. ??
?? Markets still feel like a rollercoaster. AI, interest rates, elections—there’s always something fueling uncertainty. But this is when advisors prove their value. Clarity beats chaos every time. Clients aren’t just looking for answers; they want confidence in their next move.
So, how do you cut through the noise? Better discovery. Uncover the unspoken fears and ambitions your clients aren’t voicing—like “Am I on track to retire early?” or “What if I want to pivot my career?” These are the questions that shape real financial plans, and they’re exactly where Knomee helps you deliver deeper, more meaningful advice.
Interested in testing Knomee with YOUR clients to learn what matters most to them??
Reach out to me!
If you missed it, here’s where Knomee was featured over the last month and where you can find us in the future.
Future
That’s it for this month. See you again in a month for more insights on better client discovery for the future of wealth management.
Here again are key links highlights above