Jackie Shoback has had a front-row seat to some of the biggest inflection points in financial services, from scaling during the explosive growth years at Staples to leading digital transformation at Fidelity and TIAA during moments that redefined how we build trust with clients.

Now, as co-founder and managing director of 1414 Ventures, Jackie is investing in the next wave: technologies that use digital identity to make financial interactions more human, secure, and inclusive.

In this episode, she shares why identity is the next frontier in client trust, how technology can unlock access for underserved communities, and what advisors need to thrive in a world where personalization and protection go hand in hand. Jackie’s insights are especially relevant to our Knomee community, where we believe real-time understanding and behavioral insight can elevate the client-advisor relationship into something far more meaningful.

Whether you're a forward-thinking advisor or a fintech builder, this episode will challenge how you think about trust, identity, and the future of advice.

Connect with us! 

• Jackie Shoback on LinkedIn
• 1414 Ventures
• Marla Sofer on LinkedIn
• Knomee

Dr. Pat Boulogne has spent decades helping high-performing professionals realign their health with their purpose, because she knows it’s almost impossible to plan confidently while running on empty. 

In this episode of Knowing Me, Knowing You, she and Marla explore the powerful link between physical well-being and financial clarity, including the habits that strengthen every decision-making process, or the mindset that keeps people grounded through life’s transitions.

The conversation reminds us that clients’ financial readiness often mirrors their overall wellness, because when people feel centered, they plan with conviction. 

Connect with us! 

• Dr. Pat Boulogne on LinkedIn
• Health Team Network
• Marla Sofer on LinkedIn
• Knomee

When Patricia Lizarraga started her career on Wall Street, there were zero women CEOs in the Fortune 500. Today, there are fifty. Progress is happening, but Patricia’s mission is to make it accelerate.

As the founder and Chief Investment Officer of Hypatia Capital, she built the WCEO ETF to prove what the data already shows: companies led by women outperform their peers. Her journey is focused on creating visibility, gaining access, and changing the system so that success isn’t limited by bias or tradition.

In this conversation, Patricia and Marla explore what it means to invest in leadership that reflects our shared values, why the myth that women don’t support women is outdated, and how community, collaboration, and trust create the foundation for growth. They also touch on the deeper message for wealth managers: when you understand what drives a client, when you listen with curiosity and empathy, connection becomes your greatest advantage.

Connect with us! 

• Patricia Lizarraga on LinkedIn
• Hypatia Capital
• Marla Sofer on LinkedIn
• Knomee

Phil Weiss never planned to become a life planner. He started his career in tax at Deloitte, helping corporations move money across borders, but after watching his own family struggle with financial hardship and loss, he realized that what most people need is support from someone who truly listens, rather than new strategies and products.

Today, as founder of Apprise Wealth Management, Phil helps women in transition find clarity and confidence during life’s most difficult moments. He aims to speak less than 20% of the time in client meetings, relying on listening and empathy to guide each conversation instead.

In this episode, Phil and Marla talk about how life planning transforms financial advice, the role of behavioral insights in building trust, and how tools like Knomee are helping advisors turn self-discovery into lasting client relationships.

Connect with us! 

• Phil Weiss on LinkedIn
• Apprise Wealth Management
• Marla Sofer on LinkedIn
• Knomee

What if financial advisors approached their clients like doctors approach sick patients, with a goal of listening and understanding first, and only then moving on to diagnose and treat? It’s a movement that is catching on, and author Tony Steuer is here for it.

In this episode, Tony shares why he started the Get Ready Movement, what advisors can learn from doctors, how the financial industry can be more inclusive, and why good advisors know that it all comes down to asking the right questions.

Connect with us! 

• Tony Steuer on LinkedIn
• Tony Steuer website
• Marla Sofer on LinkedIn
• Knomee

The perception that financial planning is “just for rich people” hurts both prospects and advisors. With the help of AI and fintech innovators like Knomee, Louis Barajas believes financial planning can help underserved communities now more than ever.

Louis did his dad’s tax returns in pencil when he was 15 because his father could barely speak English and didn’t know he needed to file taxes. After that, Louis committed to learning everything he could about finances so he could help underserved people like his father achieve what he refers to as “financial dignity.” Since then, he has written five books on finance, founded his own financial firm, and now serves on the CFP® board and stars in the series “Opportunity Knocks” on PBS. 

In this episode, Louis shares how he found his way out of poverty only to return to his community to serve others, how advisors can follow his lead, and how a chance meeting with a famous stranger in a coffeeshop in 1990 changed the course of his life forever.

Connect with us! 

• Louis Barajas on LinkedIn
• Louis Barajas, Inc.
• Marla Sofer on LinkedIn
• Knomee

ESG —Environmental, Social, and Governance— is a dirty word. “Socially Responsible Investing” never really caught on. It’s enough to cause socially minded advisors and investors to throw up their hands. What’s next for advisors who want to provide clients with a values-driven option? 

In this episode, we sit down with Nick Flores, Partner at Capricorn Investment Group, as he explains how impact investing has picked up where ESG left off and what makes it different – and why he believes the practitioners of ESG dug their own graves.

Connect with us!

• Nick Flores on LinkedIn
• Capricorn Investment Group
• Marla Sofer on LinkedIn
• Knomee

“I’m not a therapist, how can I help my clients work through their issues with money?” With the rise of behavioral finance and younger generations seeking more emotional support, this question is becoming more and more common among advisors. Enter Nathan Astle, founder of the Financial Therapy Clinical Institute. 

In this episode, we discuss Nate’s journey to becoming a financial therapist, why advisors can no longer ignore the emotional side of finance, and how to help your clients address deep-rooted issues around money. 

Connect with us! 

• Nathan Astle on LinkedIn
• Financial Therapy
• Marla Sofer on LinkedIn
• Knomee

What do you get when you combine AI, the great wealth transfer, and more women controlling money than ever before? According to Molly Weiss, Group President of Wealth Management Platform at Envestnet, you get the perfect moment to transform how the financial industry operates and serves individuals. 

Molly is the first to admit that the next few years may feel a little scary, but she sees plenty of reasons to be optimistic. In this episode, we talk about how technology has redefined what client personalization looks like, how the value of an advisor has shifted, and how to leverage tech to make your client experience more human than ever. 

Connect with us! 

• Molly Weiss on LinkedIn
• Envestnet
• Marla Sofer on LinkedIn
• Knomee

What if larger financial firms sought to understand their advisors the way advisors seek to understand their clients? Steph Condra shares how this approach has landed Wellington-Altus the top spot on the “Top-Rated Investment Dealer in Canada” list six years in a row. 

As the Chief Experience Officer at Wellington-Altus, Steph walks us through how their advisory discovery process mirrors their client discovery process and helps create a culture of respect, appreciation, and collaboration. She also talks about why she believes behavioral finance is the only differentiator left in the business, (and don’t miss her story about how the price of peanut butter led to a lesson in anchoring for her mother!).

Connect with us! 

• Steph Condra on LinkedIn
• Wellington-Altus
• Marla Sofer on LinkedIn
• Knomee