Here are a few tips to help you get started and feel confident introducing Knomee to your clients.
1. Start with the right clients
1. Start with the right clients
If you're just getting started, sometimes it helps to start with clients who are:
Relationship-oriented
In a transition (career, family, financial)
Newer to your practice
Preparing for a review meeting
2. Use a clear, simple introduction
2. Use a clear, simple introduction
Clients need to know:
Knomee is not a risk survey
It takes 10 minutes
It helps the advisor better personalize their plan
Advisor email templates include great language like:
“This isn’t a risk quiz or investment survey — it’s about you and what drives your financial decisions.”
3. Use Knomee’s ready-to-send email templates
3. Use Knomee’s ready-to-send email templates
Refer to our email templates, to help you get started:
“New Client/Prospect” template
“Long-Term Client” template
Annual cycle email series templates
These templates make it easy to describe Knomee in client-friendly terms and offer a starting point to further customize, as appropriate.
4. Prepare Clients for the Experience
4. Prepare Clients for the Experience
Set expectations:
“It will take ~10 minutes.”
“There are no right or wrong answers.”
“Your responses will help us focus on what matters most to you.”
5. Follow Up With Insights Right Away
5. Follow Up With Insights Right Away
When the client completes Knomee:
Advisors receive instant email notifications with AI-powered conversation starters
Use these prompts immediately — ideally in your next scheduled meeting
6. Tie Insights to Your Value as an Advisor
6. Tie Insights to Your Value as an Advisor
Clients engage more when they know:
You will review the results
You will bring them into your next planning conversation
Insights will shape recommendations
7. Reinforce Privacy & Intent
7. Reinforce Privacy & Intent
If clients are hesitant, advisors can say:
“You control what you choose to share — and everything in Knomee is only used to personalize your plan.”
Summary
Start small, with a few target clients
Reinforce value
Follow up quickly
Use insights in your next meeting
Keep it personal, not technical