 |
In the SuiteAuthor: Tina Powell Intention.ly
In the Suite is a podcast that shares amazing stories of women in business in the financial services and wealth management industry. The podcast features interviews with inspiring, top women leaders in business and some of the biggest names in the wealth management industry. In the Suite is where youll discover their best secrets and top strategies to grow a great business, build a strong brand, and lead teams in the 21st century. In the Suite podcast is hosted by Tina Powell, TEDx Speaker, former NYU Professor, Marketing Consultant and Partner, Chief of Community at Intention.ly Language: en-us Genres: Business, Entrepreneurship Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
EP 99 Reinventing Wealth with AI, Empathy & Financial Identity with Marla Sofer, Founder & CEO of Knomee
Episode 99
Friday, 31 October, 2025
Send us a textIn 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 wealthHow AI enhances trust, empathy, and client connectionThe vulnerability gap in women’s wealth conversationsHow to build women’s networks inside financial firmsThe transformative power of imagining your “future self”Resources Mentioned:Knomee WebsiteKnowing 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 tina@growintentionally.com
