How to Introduce Knomee to a Client
Introducing Knomee doesn’t require a long explanation or a “perfect pitch.”
In fact, advisors who have had the most success keep it simple, honest, and human. The goal isn’t to sell a tool — it’s to set expectations and give clients permission to think more deeply about what matters to them.
This article will help you:
Frame Knomee in a way clients understand and appreciate
Know what to say in live conversations
Set clients up for a positive, reflective experience
Use email templates to make inviting clients easy
Conversation Framing: How to Position Knomee
At its core, Knomee is about accelerating understanding, not just gathering more data.
Advisors who successfully introduce Knomee tend to emphasize three things:
Knomee helps you get to know clients faster and more deeply
Clients often reflect more thoughtfully on their own than when put on the spot in a meeting. Knomee creates that space.
Knomee may feel a little different, and that’s okay
Several advisors found it helpful to acknowledge upfront that the questions can feel more reflective or even a bit vulnerable.
Framing this before clients begin reduces hesitation and increases completion.
Knomee makes meetings more meaningful and efficient
Clients come into meetings already primed to talk about what matters most, allowing you to spend less time asking questions and more time guiding the conversation.
What to Say Live: Simple Ways to Introduce Knomee
You don’t need to memorize a script. Below are examples you can adapt to your own voice.
Option 1: General introduction (existing or new clients)
“One of the ways I like to work with clients is by really understanding how they think about money, not just the numbers. I use a short experience called Knomee that helps you reflect on what matters to you, your goals, and what’s shaped your relationship with money. It may feel a little different, but I've found it to be a very valuable tool and most clients are pleasantly surprised by what they learn from it, too.”
Option 2: Setting expectations for deeper thinking
“This will ask you some questions that might make you think in a different way than you’re used to. There aren’t right or wrong answers. The goal is simply to help us have more meaningful conversations when we meet.”
Option 3: For new clients or prospects
“Since we’re early in our relationship, I use a tool called Knomee to help accelerate the process of getting to know each other. It helps me understand what’s important to you so I can advise you in a way that truly aligns with your life.”
Option 4: Acknowledging vulnerability (highly effective)
“Some clients tell me this feels a little vulnerable at first — but they also say it helps them understand themselves better. And it gives me better context so I can guide you more thoughtfully.”
Why This Works (What Advisors Have Observed)
Advisors who used Knomee shared that:
Clients came into meetings more prepared and reflective
Couples uncovered alignment - or differences - more quickly, or that they didn't realize before
Conversations went deeper with less effort
Trust increased because clients felt understood
It gave advisors permission to ask better questions
Clients and advisors felt more connected than before
As one advisor put it:
“The tool allowed clients to put it down in writing — and that gave me permission to go deeper.”
After You Introduce Knomee
Once you’ve framed Knomee verbally, the easiest next step is to follow up with a short email that:
Reinforces what you shared
Sets expectations clearly
Includes the Knomee invite link
👉 Refer to the Email Templates collection for:
First-time introductions
Pre-meeting invites
Gentle reminders
Language for hesitant or non-reflective clients
Using both a brief live explanation and an email follow-up significantly increases client engagement.
A Final Reminder
Not every client will respond the same way — and that’s okay.
Like any new experience, Knomee works best when clients understand why you’re asking them to reflect and how it helps you support them better.
Starting with just one or two clients is a great way to build confidence and find your rhythm.