Host Jason Pereira interviews Marla Sofer, Founder and CEO of Knomee, about her mission to bridge the "understanding gap" between wealth managers and their clients. Drawing on her leadership experience at JPMorgan, BlackRock, and Microsoft, Sofer explains how Knomee uses consumer-friendly "adventures" to capture a client’s true financial identity—defining what concepts like "security" actually mean to them. By turning this unique behavioural data into AI-synthesized insights, Knomee provides advisors with actionable conversation starters and next-best actions to deepen trust and accelerate conversions.
This episode is a must-listen for advisors who want to move beyond generic financial planning and use behavioural intelligence to create more personalized, high-trust client relationships.
Resources:
Facebook – Jason Pereira's Facebook
LinkedIn – Jason Pereira's LinkedIn
Woodgate.com – Sponsor
LinkedIn - Marla Sofer’s LinkedIn
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