Knowing Yourself, Knowing Your Worth: Define Value on Your Own Terms
Oct 28, 2025
On this episode of The Get Ready Money Podcast, I spoke with Marla Sofer, Founder & CEO of Knomee and host of the Knowing Me, Knowing You podcast, about how self-awareness transforms our relationship with money—and how financial professionals can better serve their clients by understanding what really drives their decisions.
Key Takeaways:
🔹 Trust your instincts, believe in yourself, and take smart risks
🔹 The better your advisor understands you, the better they can serve you
🔹 Financial advice should be grounded in what truly matters to the individual
🔹 “Rational” is subjective—what makes sense to one person may not to another
🔹 Our feelings about money influence many of our decisions—often more than logic
🔹Get clear that it is your money and that you can define value on your own terms
🔹 Money is emotional—it’s not just numbers, it’s a reflection of what we value
🎥 Watch this episode below:
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🎧 Listen to the podcast below or on your favorite podcast app.
Connect with Marla Sofer:
Podcast:
- Knowing Me, Knowing You Podcast (here)
For Advisors:
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No cost. No friction. Just one month to invite 5 clients, uncover what really matters to them, and see how fast your relationships shift.
Try it here: knomee.com/pricing
Bio:
Marla Sofer, is the Founder and CEO of Knomee and host of the Knowing Me, Knowing You podcast. Marla is a former financial advisor and financial services executive frustrated that the industry is structured to sell you products rather than offer you solutions. When advisors don’t take the time to understand clients individually, the result is distrust. To improve financial wellness and center the needs of the customer, Marla introduced the concept of a holistic "financial identity" created and owned by clients to understand their own needs and goals and hold their hard-earned money accountable to what matters most to them personally.