Sign up for our next Wealth Leadership Roundtable!
Deeper Discovery,
Enduring Growth
Your clients want more than a plan. They want to feel understood.
Join us quarterly to learn from industry leaders growing their businesses with better data and AI that converts!
Discover how Knomee empowers wealth managers to move beyond generic intake forms and scattered notes toward real client connection, faster trust, and measurable growth.
What you’ll gain
💡 Practical tips to accelerate onboarding, expand wallet share, reduce meeting prep time, support new advisors, manage transitions, and strengthen relationships during M&A
💡 How codified insights replace scattered CRM notes, making it easy for your team to deliver consistent, personalized service
💡 How to use AI for growth, safely and securely, to get to desired outcomes fast
💡 How to act on key life moments as they happen and use that insight to grow trust and retention
💡How to use behavioral finance to power better, consistent discovery and unlock deeper client connections
The Future of Advisor-Client Engagement, On-Demand
If you couldn’t make it to the live session, we saved the conversation for you.
This is your chance to sit in on a discussion with leaders reimagining client connection.
Emily Rassam, CFP®, Partner at Archer Investment Management, uses behavioral insights every day to guide clients towards clarity. Dr. Meghaan Lurtz, PhD, Knomee’s Chief Behavioral Officer and a renowned researcher in financial psychology, shares the latest data on how clients make decisions, and how advisors can meet them where they are.
You’ll learn:
Why advisors lose trust during client life transitions, and how to stay ahead of change
How structured, behavioral data can make personalization easier than you think
Engaging the next generation beyond portfolio management
How firms are using AI to scale the “human side” of financial planning and advice without losing the personal touch
Ready to change how you think about discovery?