Knowing Me, Knowing You

Marla Sofer

info@knomee.com

Booking Overview

A forward-looking wealth management show focused on improving how advisors discover clients and engage them—using behavioral finance, purpose-driven planning, and fintech-enabled innovation. Guests span advisors, behavioral science leaders, and education/strategy experts, offering practical ways to strengthen advisor-client relationships and drive growth.

Metrics

61 episodes, Weekly, 5.0 rating

<1k, Male, USA

YouTube: 73 subscribers, Instagram: 64 followers

30s Ad: 12 - 14, 60s Ad: 14 - 16, CPM Category: Business

Contact Information

info@knomee.com, support@knomee.com

Description

Knowing Me, Knowing You – The Podcast For The Future of Wealth ManagementThe Knowing Me, Knowing You Podcast is where forward-thinking wealth managers, tech innovators, and engaged clients come together to explore the future of client discovery and engagement to drive growth.Through candid conversations with industry leaders, behavioral finance experts, and innovators, we uncover new ways to personalize advice, strengthen advisor-client relationships, and drive business growth. Whether you're an advisor looking to differentiate, a fintech leader shaping the future, or a client who wants more alignment between money and purpose—this podcast is for you.Better conversations. Smarter decisions. Stronger connections. Subscribe now.

Production Team

Host

Marla Sofer

Booking Intelligence

Booking Requirements

medium

Typical Credentials:

Wealth management leaders (advisors/partners), behavioral finance/psychology experts, and fintech/education strategists tied directly to improving client discovery, engagement, and planning outcomes.

Required Achievements:

Advisory leadership roles (e.g., partner/C-suite in wealth firms), Authorship (e.g., NYT bestselling author) and/or academic/clinical credibility in psychology/behavioral science, Senior leadership in behavioral-finance tech or advisor solutions (e.g., Chief Behavioral Officer), Leadership in planning education (curriculum/director roles) and recognized thought leadership in financial planning education, Notable media/industry recognition tied to wealth/behavioral/fintech innovation

Recent Guest Discussions

Wesley Rowlands - Purpose-first Financial Planning; Education-first Client Discovery; Behavioral Finance; Values-based Conversations; Redefining Risk For Multi-decade Retirements, Dr. Daniel Crosby - Behavioral Finance Beyond Biases; Positive Psychology/“positive Side Of The Ledger”; Meta-biases (ego, Emotion, Attention, Conservatism); Book Insights From The Soul Of Wealth, Matt Goren - Human Edge In Planning And Education; Psychology In Financial Planning; Cross-border Planning; Ai’s Impact On Education And Relationships

Recent Topics

Wealth, Behavioral, Financial Planning, Client Engagement, Advisor, Fintech, Education, Psychology, Retirement, Risk

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