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In this episode of In the Suite, host Tina Powell sits down with Marla Sofer, fintech founder and visionary behind Knomee, the AI-powered behavioral finance platform helping advisors uncover their clients’ financial identity.

With 25+ years across JP Morgan, BlackRock, and Lending Club, Marla shares how she turned industry experience into innovation — building technology that connects advisors and clients at the human level.

We explore:

• The birth of “financial identity” and what it means for personalization in wealth
• How AI enhances trust, empathy, and client connection
• The vulnerability gap in women’s wealth conversations
• How to build women’s networks inside financial firms
• The transformative power of imagining your “future self”

Resources Mentioned:

• Knomee Website
• Knowing Me Knowing You Podcast
• Knomee Wealth Leadership Roundtables
• Hidden Brain Podcast
  
  

⏱ Chapter Markers:
00:00 – Welcome + Why Marla’s story matters
01:08 – From JP Morgan & BlackRock to founding Knomee
04:29 – What Knomee is and who it’s for
09:00 – Behavioral finance and risk redefined
13:24 – The idea behind “financial identity”
17:35 – How often clients should re-engage with Knomee
21:43 – The role of AI in creating connection
26:26 – The vulnerability gap for women and wealth
33:03 – Building women’s networks inside firms
36:26 – How to start a women’s initiative that lasts
39:15 – Advice for women aiming for the C-suite
43:06 – Launching the “Knowing Me, Knowing You” podcast
46:45 – Nomi at Future Proof and Wealth Leadership Roundtables
48:47 – Best health + wellness tip: find your posse

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