Which Clients Need You Right Now?

It’s likely not the ones emailing you  

Last week, a prospective Knomee customer explained why she couldn’t meet with me:

“We’re 100% focused on our clients right now.”

That sounds great, right? I want my advisor focused on me too.

But let’s unpack that.

All of them? All at once? Right now?

(And—real talk—shouldn’t you always be 100% focused on your clients?)

I get it. 

Volatility puts everyone on high alert. Markets are twitchy. Emotions are high. We’re all feeling a little... yippy.

But…

The clients most at risk of making a regrettable money decision right now?
The ones most likely to drift away silently—or spiral into anxiety without saying a word?
The ones who most need your calm voice and confident guidance?

They’re the least likely to call.

The Silent Flight Risk

The squeaky wheels always find a way to capture your attention.

But it’s the quiet clients—nervous, uncertain, overwhelmed—who are slipping.

• They’re not emailing you about portfolio adjustments.

• They’re not booking time on your calendar.

• They’re not articulating what they need
  

They may not know.

And you’re distracted by the clients that ARE reaching out to you. Or maybe by the health of your business. Or its future. Or your own portfolio.

And that’s where even the best advisors miss the mark. It’s not neglect, but limitation on human bandwidth.

You’re one person. Maybe you’re two? three? How many clients do you have? You can’t possibly call each one when their emotions spike in reaction to market volatility.

So:
How do you know who needs you most, right now?
Who needs a phone call, a full-plan review, or just a five-minute check-in?

You Don’t Guess. You Knomee. 👋

Knomee is built for this exact moment.

We surface the subtle signals—the shifts in mindset, behavior, and life context—that clients don’t say out loud.

💡 We tell you who’s quietly not okay.
💡 We show you what’s changed, even if they haven’t changed their behavior.
💡 We help you show up with the right message, at the right time.

Because your clients aren’t portfolios. They’re people. People with fears, goals, relationships, and history.

With Knomee, You Can:

• Review a real-time heatmap of which clients need you most

• Reach out with a personal message confidently and clearly—not “just checking in”

• Strengthen relationships before they weaken

• Discover what matters at scale to focus high-value work, not burnout on speed-dial

What It Means to Be "100% Focused"

• It doesn’t mean calling everyone.

• It doesn’t mean reacting to those who shout loudest.

• It means knowing—deeply, precisely—who needs you now.

Because in times like these, trust is either built or broken. And the quiet clients?
They’re giving you the chance to earn it… if you’re listening closely enough to hear.

How to Use Knomee to Build Deeper Client Trust

Knomee gives you a simple, repeatable process to surface the silent signals your clients aren’t voicing — and respond with relevance, not assumptions.

Here’s how:

1. Start with a thoughtful message.
   Don’t just “check in.” Acknowledge the moment and invite your client to share what’s on their mind.

2. Share your Knomee link.
   Each advisor gets a secure, personalized link. Clients use it to privately reflect on life, mindset, and money.

3. Let Knomee do the heavy lifting.
   Through a gamified, science-backed experience, clients surface what truly matters to them.

4. Get instant insight.
   Knomee organizes what they share, so you know what’s changed and where to focus.

5. Reach out with impact.
   Whether it’s a strategy tweak or a note of support, your response is timely, relevant, and personal.

This is how you scale trust—with clarity, empathy, and the right tools.

This is how you stay 100% focused on clients—not by guessing or grinding, but by creating space for them to speak, and using technology to listen. 

With Knomee, you can.

Want to see how Knomee can help you connect deeper, earlier, and smarter with your clients?
👉 Book a demo