Why Advisors Try Knomee Themselves First
Trying out the prospect and client experience allows you to experience Knomee exactly as a prospect or client would — and then see the insights from the advisor side.
We call this the Sample Experience. You can experience Knomee as a prospect or client — without sending a single invitation.
Advisors find this helpful for:
Understanding the experience
You’ll see the tone, pacing, and depth of the questions they encounter.Feeling confident explaining Knomee
Experiencing it firsthand makes it easier to describe what Knomee is (and isn’t).Seeing what insights look like on the advisor side
You’ll review the Insights and Conversation Starters generated from the sample profile.
Many advisors say this step alone makes them more comfortable introducing Knomee.
How to access the Sample Experience yourself
There are several ways to access it:
From a Blank Dashboard
If you have not invited any prospects or clients yet — or have not tried the experience — you’ll see a button directly on your Dashboard (on both the Client tab and the Prospect tab).
“Try the {Prospect/Client} Experience”
This allows you to immediately walk through Knomee as a prospect or client. The experiences are slightly different, so you can go through either or both, depending on your focus.
You’ll complete the same guided experience your prospects/clients complete — a series of short reflections (called “adventures”) focused on goals, confidence, outlook, and future vision.
You can complete them all at once or return later.
From your Dashboard (if you tried the sample experience before)
If you’ve already started the sample experience — your Sample ID appears directly in your Dashboard, and will display at the top of your list (if you've already invited prospects or clients).
It looks and behaves like a regular profile to allow you to experience both sides of Knomee:
The prospect/client journey
The advisor output view
From the Main Menu
You can also access it anytime by clicking Prospect/Client Experience from the main menu.
What Happens After You Start?
Once you complete your first Adventure, your Sample ID automatically appears in your Dashboard.
From there, you can:
Open your Financial ID
Review Insights
Explore Conversation Starters
See exactly what your prospect/clients’ outputs will look like
Restart the experience
This gives you the full perspective — client and advisor view combined.
A note on reviewing insights from your Sample ID
What you see in your Financial ID depends on your completion status:
If You Fully Completed your Sample Financial ID
Click on the Financial Identity tab and review the high-level outputs of the completed adventures
Click on the Prospect/Client Insights tab to review the profile analysis and conversation starters generated for you
If You Partially Completed your Sample Financial ID
You’ll see an alert indicating the profile needs to be completed in order to unlock insights
Click on the Knomee button to finish the incomplete adventures
Once complete, navigate back to Financial ID to see your generated insights
Redo Adventures or Restart Sample Experience
You can redo any Adventure(s) from your Knomee page.
If you want to restart the entire experience from the beginning, you can restart from your Knomee page or your Advisor Dashboard.
Restarting the Sample Experience will:
Bring you back to the first Knomee Adventure
Replace previous Adventure outputs
Allow you to re-experience the journey
This is especially helpful if you want to:
Rehearse how you’d introduce Knomee
See how updated responses affect Insights
Experience the refresh flow before asking prospects/clients to do the same
How to Use This Experience
Trying Knomee yourself helps you:
Anticipate how clients may feel while completing it
Understand how reflective responses turn into actionable insights
Practice how you might reference Knomee in a conversation
Build confidence before inviting your first prospect or client
You don’t need to have all the answers — experiencing Knomee yourself gives you the context you need to guide clients naturally.
Ready for the Next Step?
Once you’ve completed your own Financial ID, you’re ready to:
Invite your first prospect or client
Use the email templates provided in the Help Center
Confidently explain what clients can expect
Use insights to guide deeper conversations
If you’d like help choosing which client to invite first, check out: