Knomee

Knomee Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Knomee, Software Company, san fransisco, CA.

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

05/12/2026

Most advisors are trained to prove their value through answers.

But the real value often shows up in what they are willing to sit with.

When every conversation is focused on solving, something gets missed. The context behind the decision. The history behind the hesitation. The meaning behind the goal.

Clients are not just looking for direction. They are looking for understanding. And when they feel heard, they open up in ways that make the advice more accurate, more relevant, and more likely to be followed.

This is the shift happening right now. From having the right answer to asking the right question. From leading the conversation to creating space within it.

It is also exactly the problem Knomee was built to solve. Knomee helps advisors move beyond surface level data to uncover the deeper insights that shape how clients think, feel, and act around money. When you understand the full picture, you do not need to rush to answers. You can guide with clarity and build trust in the process.

This moment of presence is not the end of the conversation. It is where the real one begins.

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

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

Spotify: https://loom.ly/kPMcY7E

Advice is easy to give. Getting clients to actually follow it is a different challenge entirely.Most advisors have felt ...
05/07/2026

Advice is easy to give. Getting clients to actually follow it is a different challenge entirely.

Most advisors have felt it. The well-crafted recommendation that never gets implemented. The follow-up that goes unanswered. The plan that made perfect sense on paper but never translated into action. It is rarely about the quality of the advice. It is about who owns it.

When a client builds the goal alongside you, something shifts. They are no longer receiving instructions. They are executing on a decision they made. That distinction changes everything about how they show up, how they follow through, and how much they trust the process when things get uncertain.

Ownership is not a soft concept. It is the difference between advice that sits and advice that moves.

Hear the full conversation with Natalie Taylor on Knowing Me, Knowing You.

Most clients do not abandon their financial plans because the numbers were wrong. They abandon them because the plan nev...
05/06/2026

Most clients do not abandon their financial plans because the numbers were wrong. They abandon them because the plan never felt like theirs to begin with.

When advice is handed down instead of built together, something critical gets lost. The client becomes a passenger in their own financial life. They nod, they sign, and then they hesitate when it actually matters. Not because they do not care, but because they were never given ownership of the outcome.

The advisors creating the deepest impact right now are rethinking the entire dynamic. They are starting with what matters most to this specific person instead of what the software generates. They are co-creating goals so that clients feel the weight and the reward of the decisions they make. And they are replacing rigid prescriptions with ranges of good decisions, because life evolves and plans need to evolve with it.

As Natalie Taylor puts it, the ongoing planning process is not about maintaining a static document. It is about iterating together as clients discover what they actually want.

This is also exactly the problem Knomee was built to solve. Knomee helps wealth managers go deeper than assets and risk scores to uncover what truly drives how clients think, decide, and commit. With behavioral insights and real-time data, advisors can personalize guidance, build lasting trust, and deliver advice that sticks because it starts with genuinely knowing who is sitting across from them. When discovery is done right, it does not just improve the plan. It transforms the relationship.

Explore the full conversation with Natalie Taylor on Knowing Me, Knowing You.

05/05/2026

Most financial plans start with everything and edit down from there. A hundred pages of output from software, then trim it to fit the client.

Natalie Taylor learned to do the opposite.

Starting from a blank page, she asked a different question. If you only had five minutes with this person, what is the single most impactful thing you could help them with? Not what the software generated. Not what the standard process dictates. What actually moves the needle for this human, right now.

That shift changes everything. It forces advisors to think clearly about what only a human can do, and let technology handle the rest. It is not about doing less. It is about doing what matters most.

When you build from nothing instead of editing down from everything, the advice gets sharper. The client gets more. And the relationship becomes something the software never could have built.

That is what impact-weighted planning actually looks like in practice.

Listen to the full conversation with Natalie Taylor on Knowing Me, Knowing You.

Success creates momentum. Discipline decides whether it lasts.Many people spend years learning how to grow something. Ve...
04/30/2026

Success creates momentum. Discipline decides whether it lasts.
Many people spend years learning how to grow something. Very few take the time to define what they are actually trying to preserve. Without that clarity, decisions stay reactive. Focus stays short term. And wealth becomes something that is constantly at risk of being undone by the next move.

The shift happens when the goal is no longer just growth, but intention. When every decision is measured against something bigger than the next win. That is what turns progress into permanence.

This is a deeper conversation about how mindset, structure, and behavior shape long term outcomes. Hear the full conversation with Wesley Rowlands on Knowing Me, Knowing You.

Apple: https://podcasts.apple.com/us/podcast/60-purpose-over-profit-in-financial-planning-with/id1798799321?i=1000764110468
Spotify: https://open.spotify.com/episode/6x0uQEobnrptIB86ulksp5?si=82eca7717ce54b40

Most financial plans fail long before performance becomes a factor.Not because the strategy is wrong, but because the fo...
04/29/2026

Most financial plans fail long before performance becomes a factor.

Not because the strategy is wrong, but because the foundation was never built. No shared understanding. No clarity on what the money is actually for. No alignment on how decisions should be made when things get uncertain.

When clients are handed tactics without context, they default to emotion. They hesitate, second guess, or abandon the plan altogether. Not due to lack of intelligence, but lack of ownership.

The real shift happens when clients move from being managed to being empowered. When they understand the why behind every decision, they stop reacting and start leading. That is where consistency lives. That is where better outcomes come from.

This is a conversation about rebuilding that foundation and redefining what discovery should look like. It is also exactly the problem Knomee was built to solve. Knomee helps wealth managers go beyond assets and risk scores to uncover what truly drives their clients' financial decisions. Through behavioral insights and real-time data, advisors can personalize their guidance, build deeper trust, and deliver advice that actually resonates because it starts with knowing who they are really talking to. When discovery is done right, it does not just improve the plan. It transforms the relationship.

Explore the full conversation with Wesley Rowlands on Knowing Me, Knowing You.

Apple: https://podcasts.apple.com/us/podcast/60-purpose-over-profit-in-financial-planning-with/id1798799321?i=1000764110468
Spotify: https://open.spotify.com/episode/6x0uQEobnrptIB86ulksp5?si=82eca7717ce54b40

04/28/2026

Purpose driven work does not start with strategy. It starts with something far more personal.

The advisors who create the deepest impact are not just technically skilled. They are connected to something that shaped them, challenged them, and pushed them to understand money in a different way. That connection shows up in how they listen, how they guide, and how they show up for the people they serve.

When purpose is rooted in real experience, it changes the conversation. It moves advice beyond performance and into something more human. Something clients can feel.

That is where trust is built. And that is where real transformation happens.

If this perspective resonates, it is just one part of a much deeper conversation on what it means to truly serve clients and lead with purpose. Listen the full conversation with Wesley Rowlands on Knowing Me, Knowing You.

Apple: https://podcasts.apple.com/us/podcast/60-purpose-over-profit-in-financial-planning-with/id1798799321?i=1000764110468
Spotify: https://open.spotify.com/episode/6x0uQEobnrptIB86ulksp5?si=82eca7717ce54b40

The wealth management industry is built around growing your number.The assumption was that more assets led to happiness,...
04/24/2026

The wealth management industry is built around growing your number.

The assumption was that more assets led to happiness, or at least a job well done. And for a long time, nobody pushed back hard enough on it.

Research tells a different story. There are five pillars of a genuinely happy life.
1. Positive experiences
2. Deep work
3. Deep relationships
4. A sense of meaning larger than yourself
5. And continued growth

Money is extraordinary at delivering the first one. It can facilitate the others. But it cannot do the work for you. It cannot make someone love you. It cannot give you purpose. It cannot replace the relationships that retirement quietly dismantles when nobody planned for that part.

We are over-indexed on the one pillar money can directly buy and under-indexed on every single one that actually sustains a life. That is not a client problem. It is a design problem. It is what happens when the tools we build measure everything except what matters most.

Wealth is not a number you hit. It is a life you recognize as your own. Meaningful. Intentional. Built around something real.

Knomee exists because that kind of discovery has to come first. Before the plan. Before the portfolio. Before any of it. Because when you know what a client is actually building toward, everything else gets sharper.

Listen to the full conversation with Daniel Crosby, Ph.D. on Knowing Me, Knowing You wherever you get your podcasts.

Apple Podcasts: https://podcasts.apple.com/us/podcast/59-the-soul-of-wealth-money-meaning-and/id1798799321?i=1000763113421
Spotify: https://open.spotify.com/episode/4LhVp0MCeO5bJ5tNLKLj6K?si=ec63e04c1ed34181

Address

San Fransisco, CA
94404

Telephone

+14159400519

Website

Alerts

Be the first to know and let us send you an email when Knomee posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category