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Marla Sofer 26/03/2025 Marla Sofer 26/03/2025 Personalization Isn’t a Perk—It’s the Path to Survival in Financial Services Read More
Marla Sofer 18/03/2025 Marla Sofer 18/03/2025 You Know Your Clients—But Do You Know What Drives Their Decisions? Read More
Marla Sofer 11/03/2025 Marla Sofer 11/03/2025 The Future of Wealth Management Starts with Understanding Your Clients—Deeply Read More
Marla Sofer 13/02/2025 Marla Sofer 13/02/2025 Love & Money: Strengthening Financial Relationships This Valentine’s Day ❤️ Read More
Marla Sofer 04/02/2025 Marla Sofer 04/02/2025 Discovery Through the Ages: Deeper Insights Drive Meaningful Financial Planning Read More
Marla Sofer 13/01/2025 Marla Sofer 13/01/2025 Reimagining Client Discovery for Financial Planning Read More
Marla Sofer 15/09/2024 Marla Sofer 15/09/2024 Guiding Your Attention (and your Money) with Purpose Read More
Marla Sofer 09/08/2024 Marla Sofer 09/08/2024 You’ve Got a Lot of Life Left - Make It Count Read More
Marla Sofer 04/07/2024 Marla Sofer 04/07/2024 Beyond Flags and Fireworks - Freedom and Independence Shape Identity Read More
Marla Sofer 13/06/2024 Marla Sofer 13/06/2024 Swinging at Life’s Piñata: Founding Knomee and Finding Purpose Read More
Marla Sofer 19/05/2024 Marla Sofer 19/05/2024 Unlock Your Potential by Owning Your Personal Data Read More
Marla Sofer 08/04/2024 Marla Sofer 08/04/2024 You Are Not a Single Factor Human! So Why Invest in Target Date Funds? Read More
Marla Sofer 16/03/2024 Marla Sofer 16/03/2024 Empower Women. Adapt Financial Services to Their Needs Read More
Marla Sofer 27/02/2024 Marla Sofer 27/02/2024 Break Free from the “If Only” Trap with Knomee Principles Read More
Marla Sofer 12/02/2024 Marla Sofer 12/02/2024 Revolutionizing Financial Wellness with Sonja Strzoda, Cameron Rout, and Tiffany Chin Read More
Marla Sofer 11/01/2024 Marla Sofer 11/01/2024 Five Ways to Build a Healthier Emotional Relationship with Money in 2024 Read More
