Know Your Investor Identity with Marla Sofer, CEO and Founder of Knomee

In this conversation with Marla Sofer, founder of Knomee, an online platform helping individuals discover their financial identity. Marla discusses the importance of viewing money as a tool rather than a goal, and the transformative potential of aligning investments with personal goals and visions. She shares insights from her extensive career in top financial firms and FinTech startups, and her passion for empowering investors. The discussion also covers behavioral psychology's role in Knomee's approach, the limitations of the current financial industry, and Marla’s personal journey towards living with purpose. This episode provides valuable perspectives on financial wellness and the importance of self-discovery in making informed financial decisions.

00:00 Introduction to Financial Goals
00:23 Meet Marla Sofer: FinTech Innovator
02:50 The Importance of Money as a Tool
06:08 Living with Purpose: Marla's Journey
08:30 Introducing Nomi: A Financial Identity Platform
14:07 Behavioral Finance and Nomi's Unique Approach
22:36 Lessons from Nonprofits for the Financial World
25:55 Final Thoughts and Words of Wisdom
DISCLAIMER: This video represents the views and opinions of it's guest and does not reflect the views and opinions of HoneyHive Capital Partners LLC. Nothing in this video nor any communications from it should be treated as constituting financial, investment, legal, tax or other advice of any kind, or as a recommendation to buy or sell an interest with respect to any investment.

Видео Know Your Investor Identity with Marla Sofer, CEO and Founder of Knomee канала Purpose Driven Capital