Knowing Me, Knowing You

Welcome to Knowing Me, Knowing You! Wealth management is at a turning point—clients demand more than investment management. They want advisors who truly understand them.

In this first episode, we dive into why the industry’s approach to client discovery is failing—and how behavioral insights, real engagement, and deeper conversations can transform & grow financial relationships.

🎧 Key Takeaways:
🔹 The hidden gaps in traditional client discovery—what’s missing?
🔹 Why transitions (both client & advisor) can cost firms everything
🔹 How behavioral finance unlocks smarter, more aligned decisions
🔹 The rise of diverse investors—and why they won’t settle for outdated advice

The future of wealth management starts here. Subscribe now and let’s rethink client discovery together! 🔥

Connect with me! 

• Marla Sofer on LinkedIn
• Knomee

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