Latest / Planning & Beyond® - Where financial planning meets human understanding
36. The Trust Equation: How Behavioral Data Transforms Client Relationships with Marla Sofer
Text us to share what you found helpful!
You can deliver perfect asset allocations and outperform benchmarks all day long, but here's what Marla Sofer, founder of Knomee, knows after 25 years in financial services: those are just table stakes. The real differentiator—the thing that determines whether a client gives you 10% of their portfolio or becomes all-in—is trust built on deep understanding of who they are and what they want for their future.
Marla's journey from private banking to BlackRock to fintech revealed a critical gap in how we approach client relationships. We have incredible…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.