Email Templates to Introduce Knomee

Subject: A thoughtful way to get to know what matters most to you

Hi [Client First Name],

As we begin getting to know each other, one of my priorities is understanding what truly matters to you—not just financially, but personally.

To help with that, I’d like to invite you to Knomee. It’s a short, guided experience (about 10–15 minutes) that gives you space to reflect on your goals, values, and what’s shaping your decisions today.

This isn’t a financial quiz or investment survey. It’s simply a way for you to think through what’s important—on your own terms—so our conversations can be more meaningful from the start.

When you do it, I recommend setting aside a quiet moment (with a cup of coffee or tea) and giving yourself time to reflect. It’s not something to rush through or multitask.

Here’s your link to get started:
[Insert Your Personalized Knomee Link]

I’m looking forward to learning more about what matters most to you.

Best,
[Advisor Name]

Subject: A simple exercise to help us work better together

Hi [Client First Name],

As we start working together, I want to make sure our conversations and planning truly reflect what’s important to you—not just today, but over time.

To help with that, I use a short guided experience called Knomee. It gives you space to reflect on your priorities, goals, and relationship with money before we meet again.

Some of the questions may feel more reflective than what you’re used to—and that’s intentional. There are no right or wrong answers. The goal is simply to help me understand you better so I can advise you more thoughtfully.

I suggest setting aside a quiet moment to complete it, rather than doing it while distracted or multitasking.

You can access Knomee here:
[Insert Your Personalized Knomee Link]

Thank you for taking the time—I’m looking forward to continuing our work together.

Best,
[Advisor Name]

Subject: A thoughtful check-in as life evolves

Hi [Client First Name],

We’ve worked together for some time, and I truly value the relationship we’ve built. As life evolves, priorities and goals often do too—sometimes in ways that are subtle, and sometimes in ways that are more noticeable because of recent or upcoming life events.

That’s why I’m inviting you to Knomee, a short guided reflection that helps you articulate your values, goals, and what’s shaping your financial decisions right now.

Many long-time clients tell me this helped them think about things they hadn’t put into words before—even after years of working together. The goal isn’t to change anything, but to make sure our conversations and planning continue to reflect what matters most to you as life evolves.

Because you’re a long-time client, I’d also genuinely value your feedback. When I introduce new tools or approaches, your perspective helps me ensure they truly add value to the way I serve you.

I recommend setting aside a quiet moment to complete it, rather than rushing through it.

Here’s your link:
[Insert Your Personalized Knomee Link]

I’m looking forward to discussing what comes up for you.

Warmly,
[Advisor Name]

Subject: A quick check-in as things change

Hi [Client First Name],

I wanted to reach out as I know you’ve recently experienced a change — and moments like these often bring subtle (and sometimes not-so-subtle) shifts in priorities, concerns, and goals.

When life events happen — a new baby, marriage, a career change, a major purchase, or other transitions — the numbers don’t always tell the full story right away. How you feel about money, lifestyle, security, and the future can change too.

That’s why I’d like to invite you to Knomee, a short guided reflection that gives you space to think about what’s changed, what matters most right now, and what you may want more (or less) of going forward.

Many clients find this helpful during transitions because it allows them to pause, reflect, and put words to things they may not have fully articulated yet. It also helps me better support you as we think through next steps together.

I recommend setting aside a quiet moment to complete it, rather than doing it while distracted or multitasking.

Here’s your link to get started:
[Insert Knomee Link]

I’m looking forward to reconnecting and discussing anything that stands out for you.

Warmly,
[Advisor Name]

Subject: Ahead of our upcoming meeting

Hi [Client First Name],

I’m looking forward to our upcoming meeting on [date].

If you haven’t had a chance yet, I encourage you to complete Knomee beforehand. It’s a reflective experience designed to help you think about what matters most to you—your goals, values, and what’s shaping your decisions.

This is the kind of exercise that’s best done when you can slow down a bit—perhaps with a cup of coffee or tea—and give yourself space to think. It’s not something to squeeze in while multitasking or distracted.

Here’s the link in case it’s helpful:
[Insert Your Personalized Knomee Link]

Completing it will help us have a more focused and meaningful conversation when we meet.

Best,
[Advisor Name]

Subject: Thank you — looking forward to our conversation

Hi [Client First Name],

Thank you for taking the time to complete Knomee—I really appreciate the thought you put into it.

I’m looking forward to discussing your reflections when we meet on [date].

If there’s anything in particular that stood out to you or feels especially top of mind, feel free to let me know ahead of time.

See you soon,
[Advisor Name]

Subject: A gentle follow-up

Hi [Client First Name],

I wanted to follow up on Knomee and share a bit more context in case it’s helpful.

Some clients are unsure at first because the questions are more reflective than what they’re used to—and that’s completely okay. There’s no pressure to share, and there are no right or wrong answers.

The value for me as your advisor is giving you space to think things through on your own, rather than putting you on the spot in a meeting.

Many clients have found that writing things down first actually makes conversations easier (and sometimes they identify insights in the process).

If it feels like a good fit, here’s the link again:
[Insert Your Personalized Knomee Link]

And if not, that’s okay too—we’ll continue our conversations in the way that works best for you.

Warmly,
[Advisor Name]

Subject: A chance to revisit what’s changed

Hi [Client First Name],

I know you’ve already spent time with Knomee in the past, and I really appreciated the thought you put into it.

Since then, a lot has changed — and when life events happen, it often subtly reshapes how we think about goals, the future, and what feels most important.

I wanted to invite you to revisit Knomee as a way to reflect on what may have shifted since you last completed it. You don’t need to overthink it or start from scratch — this is simply an opportunity to update areas like your goals, outlook, or vision of the future if anything feels different now.

Many clients find that revisiting these reflections during times of change helps bring clarity and ensures our conversations and planning stay aligned with where they are today — not where they were before.

As before, I recommend setting aside a quiet moment to do this when you can really reflect.

Here’s your link to revisit Knomee:
[Insert Knomee Link]

I’m looking forward to discussing anything that stands out or feels newly important to you.

Warmly,
[Advisor Name]

Advisors who see the strongest engagement often:

You don’t need to convince clients. You just need to invite them thoughtfully.