Webinars
Past Events
The Conversations that Drive Growth
The Conversations That Drive Growth
How to break money silence, uncover what clients aren’t saying, and turn better conversations into stronger relationships.
October 29, 2026 | 10:00 AM PT / 1:00 PM ET | 45 minutes
What aren’t your clients telling you, and what could it be costing you?
Some of the most valuable information about a prospect or client isn't sitting in your CRM, financial plan or portfolio data. It lives in conversations that haven't happened yet.
Join Kathleen Burns Kingsbury, wealth psychology expert, advisor coach and author of Breaking Money Silence, and Marla Sofer, Founder & CEO of Knomee, for a practical conversation about how advisors can uncover what clients aren't saying and use better conversations to drive growth.
We'll explore why money silence happens, how to recognize it with prospects, couples, existing clients and the next generation, and how to make deeper conversations easier without turning the advisor into a therapist.
You'll leave with practical ways to:
Recognize where money silence may be hiding an important need or opportunity
Use three questions to unlock better client conversations immediately
Navigate conversations with couples, quiet spouses and families
Understand why what clients don't volunteer can matter as much as their financial data
Turn better conversations into growth through conversion, deeper relationships, next-gen engagement and retention
Use coaching, process and technology to make these capabilities more consistent and scalable
Kathleen will share her Past → Present → Future approach to money conversations, and we'll put it into practice across real situations advisors face every day.
We'll also explore a bigger question: How do you surface the right conversation, with the right person, at the right time, across an entire book of business?
No therapy session. No generic communication advice. Practical ways to uncover the conversations that can change a relationship and create growth.
45 minutes, including live discussion and Q&A.
Speakers:
Kathleen Burns Kingsbury, wealth psychology expert, Founder of KBK Wealth Connection and author of five books, including the newly updated Breaking Money Silence
Marla Sofer, Founder & CEO, Knomee; former advisor with 20 years across wealth management, asset management and fintech
You Got the Lead. Now Close It.
You may not need more leads. What would change if you could close more of the ones you already have?
Mando Sallavanti III, CFP®, CEPA®, went from struggling new advisor to a seven-figure practice with a very different playbook: relationships, social media, and trust instead of traditional prospecting. Today he coaches younger advisors on building their businesses the same way.
Join us on September 24 at 1:00 PM PT / 4:00 PM ET as Marla Sofer and Mando Sallavanti discuss how advisors building a book today can turn the attention they are already earning into clients. We'll dig into where leads fall out, why "schedule a meeting" is such a big leap, how to establish credibility without a 20-year reputation, and what separates advisors who convert from advisors who constantly need more leads.
Then we'll put it to the test. Marla will demo Knomee with a real prospect profile and hand it to Mando: what does he see, what would he say in the first five minutes, and what should the advisor do next?
We'll get practical:
How do you turn attention into actual prospects?
What should happen between "I'm interested" and "book a meeting"?
How can a younger advisor build trust without 20 years of experience?
How do you walk into the first conversation already knowing what matters?
No long presentation. No theory. A repeatable system you can use immediately: Attention → Insight → Conversation → Client.
45 minutes, including live Q&A.
Speakers:
Mando Sallavanti III, CFP®, CEPA®, financial advisor and coach; built a seven-figure practice on relationships and social media
Marla Sofer, Founder & CEO, Knomee; former advisor with 20 years across wealth management, asset management, and fintech
Fintech Meetup 2026
Knomee is heading to Fintech Meetup 2026! We're bringing the future of client engagement to Las Vegas, showcasing how AI and behavioral science turn financial identity into personalized, scalable experiences. Stop by to see how Knomee helps wealth firms grow faster, retain more, and truly know their clients.
Operationalizing Behavioral Finance: How to Build, Scale, and Transition a Wealth Practice That Lasts
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.
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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.
Knomee @ FutureProof
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Whether you're focused on growth, retention, or advisor productivity, Knomee helps you know your clients better—faster.