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:

⏱ 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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📧 Want to get in touch? Email me at tina@growintentionally.com