Knomee

Call Website

Knomee Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Knomee, Health & Wellness Website, san fransisco, CA.

A retirement plan can reveal much more than a financial need. It can open a conversation about what a business owner is ...
10/16/2026

A retirement plan can reveal much more than a financial need. It can open a conversation about what a business owner is actually trying to accomplish.

Maybe they want to retain great employees, create more security for their team, or build a business that reflects what they value. The important part is giving them the space to articulate those priorities rather than assuming what the solution should be. Ben’s examples show how asking why an owner wants greater participation can uncover motivations around supporting employees that aren’t obvious from the plan itself.

When clients feel understood, new opportunities to create value can emerge naturally. Growth becomes the outcome of knowing the client better, not the objective of the conversation.

Explore the full conversation with Ben Rapp on Knowing Me, Knowing You to hear why deeper understanding can lead to deeper relationships.

10/14/2026

The right solution shouldn’t start with what’s available. It should start with what the client says they need.

What are they trying to accomplish? What matters most to them? What’s driving those priorities? Giving clients the space to articulate those answers creates a deeper understanding of the person behind the financial decisions.

Knomee helps turn that discovery into behavioral insight, giving advisors a clearer understanding of what matters to each individual without defining it for them.

Because the future of wealth isn’t about choosing the right product for the client. It’s about understanding the client well enough to hear what they’re telling you they need.

Hear the full conversation with Ben Rapp on Knowing Me, Knowing You.

Making it about the client starts with giving them the space to define what matters in their own words.What does securit...
10/12/2026

Making it about the client starts with giving them the space to define what matters in their own words.

What does security mean to them? What does success look like? What do they want their wealth to make possible? Those answers are personal, and they can’t be assumed.

Knomee creates a discovery experience where clients can explore and articulate their own values, motivations, and priorities, giving advisors deeper behavioral insight into the person behind the portfolio.

Because the future of wealth isn’t about defining what clients need for them. It’s about giving clients a greater voice in defining it for themselves.

Listen to the full conversation with Chad Coe on Knowing Me, Knowing You to explore what changes when the client leads the conversation.

Relationships become more meaningful when people feel they can show up as themselves.That means creating space for clien...
10/09/2026

Relationships become more meaningful when people feel they can show up as themselves.

That means creating space for clients to articulate what they value, what motivates them, and what they want their wealth to make possible. Those insights reveal far more about a person than financial information alone.

The future of wealth isn’t simply about knowing more about a client. It’s about giving clients a greater voice in expressing who they are and what they need.

Hear the full conversation with Chad Coe on Knowing Me, Knowing You to explore why deeper understanding starts with the person.

10/07/2026

Feeling heard starts with having the space to define what matters in your own words.

Security, family, success, and even the purpose of money can mean something entirely different from one person to the next. Those definitions are shaped by individual experiences, priorities, and motivations that a balance sheet alone can’t reveal.

When clients are given the opportunity to articulate the “why” behind what they want, deeper understanding can follow.

Dive into the full conversation with Chad Coe on Knowing Me, Knowing You to hear why the future of wealth starts with listening to what clients have to say.

The instinct to offer an answer can sometimes get in the way of understanding the question beneath it. So stop talking…....
10/05/2026

The instinct to offer an answer can sometimes get in the way of understanding the question beneath it. So stop talking….

People need room to articulate what they’re worried about, why it matters, and what kind of support they actually want. That process of self discovery reveals far more than jumping immediately to a recommendation.

Sometimes the most valuable response isn’t a solution. It’s another question that keeps the client at the center of the conversation.

Discover more from Derrick Kinney on Knowing Me, Knowing You about creating conversations that begin with understanding.

The best financial conversations start by giving people the space to explain what they actually need.But if you know any...
10/02/2026

The best financial conversations start by giving people the space to explain what they actually need.

But if you know any humans, you know it often isn’t articulated easily. Starting with Knomee, a science-backed, engaging experience to help them articulate their goals, what’s holding them back, and their readiness for change, changes everything!

When clients articulate what’s worrying them, what matters most, and what they want their wealth to make possible, the conversation becomes about their life rather than the products available to them.

Differentiate your conversations. They’re not always looking for answers, but for space.

Explore the full conversation with Derrick Kinney on Knowing Me, Knowing You to hear why putting the person first can change everything that follows.

09/30/2026

AI is giving people more information than ever. What does that mean to the value of a financial advisor?

Rather than being threatened by it, Derrick Kinney suggests using it as an opportunity to deepen the relationship. Ask more questions to learn what your clients are prompting. Or even better - use Knomee to help them know exactly what they want to make possible.

The advisor opportunity is helping clients make sense of what they’re learning by giving them space to articulate what matters, what they need, and what they want their wealth to make possible.

Technology is becoming a tool for deeper understanding rather than a substitute for it.

Hear the full conversation with Derrick Kinney on Knowing Me, Knowing You to explore how technology and human understanding can work together.

Trust isn’t built by simply telling clients you understand them.It grows when people feel comfortable expressing what ma...
09/28/2026

Trust isn’t built by simply telling clients you understand them.

It grows when people feel comfortable expressing what matters to them, why it matters, and what they want their wealth to make possible.

That kind of understanding can’t come from a portfolio or a risk score alone. It comes from creating space for clients to be heard and known as individuals.

When people feel understood, trust follows.

Hear the full conversation with Mike Milligan on Knowing Me, Knowing You.

Before money can become a tool, people have to define what they want it to make possible.That starts with giving clients...
09/25/2026

Before money can become a tool, people have to define what they want it to make possible.

That starts with giving clients the space to articulate what matters to them, what they’re working toward, and what a meaningful life looks like in their own words.

Knomee helps bring that understanding to the surface, turning discovery into deeper conversations and decisions that reflect what matters most to each client.

Because the future of wealth isn’t about defining the destination for clients. It’s about helping them define it for themselves.

Hear the full conversation with Mike Milligan on Knowing Me, Knowing You.

Address

San Fransisco, CA
94404

Telephone

+14159400519

Website

Alerts

Be the first to know and let us send you an email when Knomee posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category