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Mark Tibergien spent decades building the most successful advisory firms in the industry.After watching wealth managemen...
06/24/2026

Mark Tibergien spent decades building the most successful advisory firms in the industry.

After watching wealth management chase growth, technology, acquisitions, and scale for decades, he believes many firms still have the same blind spot.

They know their clients.
But the firm doesn't.

When an advisor retires, sells, or steps away, clients often feel like they're starting over with a stranger. Calling this a succession problem misses the bigger picture.

It's an enterprise value problem.

In our conversation, Mark shares why the firms that win the next decade will do more than gather assets. They'll build systems that preserve trust, understanding, and continuity across generations of clients and advisors.

“You can't transfer a relationship if you never captured what made it valuable in the first place.”

That's exactly the challenge Knomee was built to solve.

Listen to the full conversation with Mark Tibergien on Knowing Me, Knowing You.

06/23/2026

Why does organic growth remain one of the biggest challenges in wealth management? According to Mark Tibergien, technology may be part of the answer. But it’s also part of the problem.
Technology has made it easier to avoid the money conversations that matter most.
Every generation has found new ways to communicate. Yet people still struggle to articulate what they want, what they're worried about, and what they're trying to achieve.

The tools have changed. Human nature hasn't.

The advisors creating the strongest client relationships use technology to deepen connection.

When clients can reflect on their goals, values, concerns, and priorities before a meeting, advisors spend less time gathering information and more time having meaningful conversations. Meetings become more efficient, more productive, and ultimately more valuable for everyone involved.
In this episode of Knowing Me, Knowing You, Mark shares why the future of organic growth belongs to firms that use technology to become more human, not less, and how tools like Knomee can help advisors start with what matters most.

🎧 Listen to the full conversation with Mark Tibergien.

Pipelines are full. Conversion is not.That disconnect is not a marketing problem. It is not a targeting problem. It is a...
06/11/2026

Pipelines are full. Conversion is not.

That disconnect is not a marketing problem. It is not a targeting problem. It is a trust problem that shows up the moment a prospect realizes the outreach was never really about them.

Behavioral finance has known for decades that people make emotionally driven decisions first and rationalize them second. And yet the default playbook in wealth management still leads with performance, process, and product. The things that are easiest to present. Not the things that actually move people.

What moves people is feeling like someone gets it. Gets what they are afraid of. Gets what they are building toward. Gets why any of this matters in the first place.

Knomee is designed around that reality. Helping advisors understand what drives a prospect before they ever sit down together, so the first real conversation can start from somewhere meaningful.

Listen to the full episode of Knowing Me, Knowing You.

The firms spending the most on lead generation are often converting less than 5% of their pipeline.Not because they are ...
06/10/2026

The firms spending the most on lead generation are often converting less than 5% of their pipeline.

Not because they are not finding enough people. Because they are not making those people feel anything.

Generic personalization is not personalization. It is automation with a first name attached. Prospects see through it immediately, and trust erodes before the first conversation even begins.

The future of wealth management does not belong to the firms with the best products or the most sophisticated AI stack. Everyone will have that.

It belongs to the firms that can scale something harder to replicate. Human understanding. Authentic trust. Conversations that actually mean something.

The shift is not complicated, but it is fundamental. Stop interrogating prospects for asset data. Start facilitating discussions about their future. When someone articulates their goals and reflects on what they actually want, they become psychologically ready to commit.

That is not a sales tactic. That is how trust works.

Knomee is building the infrastructure for that shift. Listen to the full episode of Knowing Me, Knowing You to hear how.

06/09/2026

What if prospecting was valuable for the prospect?

Not just for the advisor. Not just for the pipeline. But genuinely useful for the person on the other side of it.

The conversion problem in wealth management is rarely about volume. What breaks down is trust, timing, and relevance. Advisors walk into first meetings knowing someone's net worth but not what keeps them up at night.

Knomee flips that. A behavioral science-backed experience that helps people reflect on what wealth means to them and what kind of future they are trying to build. Designed to feel more like consumer technology than financial onboarding.

When the first interaction gives someone something real, they show up differently to the second one.

That is not a lead generation strategy. That is a relationship strategy.

Full episode of Knowing Me, Knowing You is out now.

For many people, the hardest financial transition is not earning money. It is giving themselves permission to use it.Yea...
06/05/2026

For many people, the hardest financial transition is not earning money. It is giving themselves permission to use it.

Years of discipline, saving, and planning can create a mindset where spending feels irresponsible, even when it is exactly what the money was intended for.

But wealth has no impact sitting on a statement.

Its value is realized in the experiences it creates, the opportunities it unlocks, the people it supports, and the peace of mind it provides. A financial plan is not successful because an account balance grew. It is successful because it helped someone live more fully, more confidently, and more intentionally.

The challenge is not simply accumulating resources. It is aligning those resources with the life you want to build.

Listen to the full conversation with Gary Preisser on Knowing Me, Knowing You.

Apple Podcasts: https://loom.ly/eDXoNuY
Spotify: https://loom.ly/mbpVlnU

Most clients think they are being asked about risk.What they are actually being asked about is uncertainty.The problem i...
06/04/2026

Most clients think they are being asked about risk.

What they are actually being asked about is uncertainty.

The problem is that uncertainty means something different to everyone. For one person, it is a market downturn. For another, it is helping a child through a difficult season. For someone else, it is retiring earlier than expected or caring for a spouse.

That is why the most effective planning starts with understanding the life behind the portfolio.

When advisors know what the money is meant to do, they can create strategies that flex with reality instead of breaking when reality changes. Because markets move. Priorities shift. Life evolves. The goal is not to eliminate uncertainty. The goal is to build a plan that can adapt to it.

This is also where Knomee comes in. Knomee helps advisors uncover the goals, motivations, concerns, and values that traditional discovery processes often miss. By understanding what truly matters to clients, advisors can move beyond generic risk profiles and build guidance that stays aligned even as circumstances change.

When you understand the person, the plan becomes far more resilient.

Explore the full conversation with Gary Preisser on Knowing Me, Knowing You.

Apple Podcasts: https://loom.ly/eDXoNuY
Spotify: https://loom.ly/mbpVlnU

06/03/2026

Complexity often gets mistaken for expertise.

The more confusing something sounds, the more sophisticated it must be. At least that is what the financial industry has trained people to believe.

But real expertise is not about making things harder to understand. It is about taking something complex and making it clear enough for someone to act on it with confidence.

Because clients are not hiring advisors to feel intimidated. They are hiring them to feel informed. To understand the tradeoffs. To know why a decision is being made. To feel ownership over the future they are building.

When people understand the plan, they are far more likely to trust it. And when they trust it, they are far more likely to stick with it when it matters most.

The best advisors are not just translating financial concepts. They are creating clarity where uncertainty used to live.

Watch the full conversation with Gary Preisser on Knowing Me, Knowing You.

Apple Podcasts: https://loom.ly/eDXoNuY
Spotify: https://loom.ly/mbpVlnU

Most conversations about money end too early.Not because the topic is resolved, but because it becomes uncomfortable. So...
05/14/2026

Most conversations about money end too early.

Not because the topic is resolved, but because it becomes uncomfortable. So it gets redirected. Simplified. Reduced to something easier to solve.

But the moments that feel hardest to navigate are often the ones that matter most. They hold the context behind the decisions, the tension behind the hesitation, and the clarity that never surfaces if the conversation moves on too quickly.

Great advisors do not rush past those moments. They stay in them. They create space for clients to process, reflect, and articulate what is really going on beneath the surface.

That is where better decisions are made. Not from more information, but from deeper understanding.

This is a conversation about how to stay in the moments most people move past, and why that changes everything about the advice that follows.

Catch the full conversation with Sonya Lutter on Knowing Me, Knowing You.

Apple Podcasts: https://loom.ly/VrYLU0k
Spotify: https://loom.ly/kPMcY7E

Money stress is rarely about the number itself.It is about what that number represents. Security. Identity. Control. Sta...
05/13/2026

Money stress is rarely about the number itself.

It is about what that number represents. Security. Identity. Control. Stability.

When those things feel uncertain, no spreadsheet can fully resolve it. And when that layer is ignored, even the most technically sound plan can fall apart under pressure.

The advisors who make the greatest impact understand that regulation comes before strategy. If a client is overwhelmed, anxious, or guarded, they are not in a position to hear, process, or act. The conversation has to meet them where they are first.

That is why the advisor’s presence matters as much as their expertise. How you show up shapes how your client shows up. And that dynamic determines everything that follows.

This is a conversation about what it really takes to guide someone through financial decisions that carry emotional weight, and how shifting the approach can change not just outcomes, but relationships.

Dive into the full conversation with Sonya Lutter on Knowing Me, Knowing You.

Apple Podcasts: https://loom.ly/VrYLU0k
Spotify: https://loom.ly/kPMcY7E

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