Ready to rethink your firm's operating system?

Frank Corrado scaled and sold his advisory business by prioritizing behavioral insights over market performance, resulting in deeper client ties and a successful leadership transition.

Join us on March 11 to learn how to integrate behavioral finance into your firm’s DNA. Discover why shifting focus from market performance to empathy and discovery builds stronger client bonds and fuels measurable growth, using Corrado’s proven advisory model.

December 10th at 10am PT/1 ET

Agentic AI in Wealth: What’s Hype, What’s Next, and What Advisors Actually Need

Join Knomee Founder Marla Sofer and 4CAMP Founder Gary Maier, one of the original architects of BlackRock’s Aladdin, for a grounded conversation on how agentic AI is reshaping trust, personalization, and growth in wealth management. Cut through the noise and get real insight into what works, what’s risky, and what’s coming next.

Join Knomee on September 17 for a high-impact Wealth Leadership Webinar. Learn how top firms are using AI and behavioral data to scale trust, personalize advice, and drive growth. Discover strategies that turn financial identity into actionable insight—fast. Don’t miss this game-changing session for modern wealth leaders.