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10/26/2026

Before an advisor can guide someone else, they have to know where they're starting from.

For Breanna Rae Blaney, that means doing the work first. Advisors can only take clients as far as they've taken themselves, which is why she asks them to become their own first client and explore their own money story before bringing those conversations to others.

That same principle applies to how advisors understand the people they serve. Knomee helps advisors discover what matters to each client through behavioral insight, so conversations begin with who the person is rather than assumptions about what they need.

When both the advisor and the client have space for that kind of self-awareness, the relationship can move well beyond the transaction.

Hear the full conversation with Breanna Rae Blaney, founder of the Anya Institute, on Knowing Me, Knowing You.

10/23/2026

The shift from accumulation to alignment starts with understanding a client's identity, how they make decisions, and what they want their money to make possible. The goal isn't to accumulate more to no end. It's to align someone's identity with their resources: their energy, their time, their money, and their decisions.

Alignment starts with the advisor. Breanna shares why advisors can only take clients as far as they've taken themselves, and how daily practice and relational intelligence help create the space for deeper conversations.

When advisors understand the person behind the portfolio, clients feel known, and stronger relationships can follow naturally.

Listen to the full conversation with Breanna Rae Blaney, founder of the Anya Institute, on Knowing Me, Knowing You.

10/21/2026

After losing tens of thousands of dollars in her first business, Breanna Rae Blaney came to a realization that changed her relationship with money: her self-worth was never defined by her net worth.

Since then, she has sat in rooms with billionaires and with people who have nothing, and seen the same human being in each of them. That perspective shapes how she trains advisors to work: starting with who a person is, not just what they own.

Wealth isn't about accumulating more. It's about understanding the person behind the money well enough to help align their resources with the life they actually want.

Hear the full conversation with Breanna Rae Blaney, founder of the Anya Institute, on Knowing Me, Knowing You.

10/19/2026

The right solution can’t be determined until the need is understood.

For a business owner, that means having the space to articulate what they’re trying to accomplish, both personally and within their business. The same financial tool can serve very different purposes depending on what matters to the person behind the decision.

Personalization starts by listening to those differences. Not by deciding what someone should need, but by giving them the opportunity to define what they need for themselves.

Hear the full conversation with Ben Rapp on Knowing Me, Knowing You to explore why better financial decisions begin with understanding what matters to each individual.

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.

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.

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.

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.

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San Fransisco, CA
94404

Telephone

+14159400519

Website

https://go.knomee.com/FB

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