1 rich Libsyn https://www.libsyn.com 90 600 Is your money working for your values, or is it just sitting in a bank? Join Alice Tang as she speaks with Marla Sofer, a 25-year financial services veteran and founder of Knowmee. Marla reveals why &quot;money is power&quot; and how women can leverage their financial resources to become catalysts for global change. She shares her transition from big-name firms like JP Morgan and BlackRock to launching a startup at age 46, driven by a deep belief that wealth should serve a purpose. Learn how to find your voice through your money and why the most important life decisions are never just about the numbers. In this episode, you’ll learn: Money as a Catalyst: Why financial resources are a privileged seat of opportunity to back the issues you care about. Holistic Discovery: The importance of a delightful fact-finding process that centers client values over industry jargon. The &quot;Hustle&quot; Path: How Marla worked her way up to leadership roles at top firms like JP Morgan and BlackRock through part-time MBA studies and hard work. Memory Creation: Why money is most useful when it empowers you to create the most important memories and experiences for your family and beyond. Key Moments 00:00 – Money as Power: Marla defines wealth as the primary tool for creating impact beyond one's immediate circle. 01:15 – 25-Year Journey: An introduction to Marla’s deep experience in financial services and operations. 01:56 – Jumping into FinTech: Motivated by wanting to find better financial solutions for clients a decade ago. 02:40 – Knowmee's Mission: Using financial psychology to help people articulate what they want their money to do. 03:36 – The $1M Milestone: Marla reflects on how hard work and &quot;elbows&quot; led to her first seven-figure net worth. 05:35 – Holistic Discovery: Why the financial industry struggles to make the &quot;fact-finding&quot; process engaging for clients. 06:25 – Stickiness vs. Numbers: Why centering a client's life goals creates more business trust than just talking about returns. 08:12 – Tool for Impact: Even paying for a child's education is giving money a specific purpose in the world. 09:49 – Men and Power: A reflection on why men have traditionally embraced money as power more than women have. 11:50 – Starting at 46: Why it's harder to start a company with more experience because &quot;you know your worth&quot;. 13:12 – Changing the Future: Marla’s technology goal to give every person more say over how each dollar changes the world. 15:21 – Podcasting Goals: Marla explains the purpose of her new show, Knowing Me, Knowing You. 16:43 – Gratitude: A focus on health, family, and the hard but chosen path of an entrepreneur. Women's Million Dollar Conversations https://askalicetang.com/womens-million-dollar-conversations/ <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/39739255/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/content/197516930