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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
🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!
❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/
📧 Want to get in touch? Email me at [email protected]
Chapters
1. Welcome + Why Marla’s story matters (00:00:00)
2. From JP Morgan & BlackRock to founding Nomi (00:01:08)
3. What Knomee is and who it’s for (00:04:29)
4. Behavioral finance and risk redefined (00:09:00)
5. The idea behind “financial identity” (00:13:24)
6. How often clients should re-engage with Nomi (00:17:35)
7. The role of AI in creating connection (00:21:43)
8. The vulnerability gap for women and wealth (00:26:26)
9. Building women’s networks inside firms (00:33:03)
10. How to start a women’s initiative that lasts (00:36:26)
11. Advice for women aiming for the C-suite (00:39:15)
12. Launching the “Knowing Me, Knowing You” podcast (00:43:06)
13. Knomee at Future Proof and Wealth Leadership Roundtables (00:46:45)
14. Best health + wellness tip: find your posse (00:48:47)
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