The Process of Change and How it Applies to Financial Wellness



- Learn the stages of behavior change

- Identify your readiness to take action

- Learn tips and tricks to stick to your intention

- Find support in the WITI community

Featured Speaker(s)

Marla Sofer- Fintech Builder, and Founder of Knomee

Marla's comfort zone is doing things that have never been done before. She thrive sin ambiguity to drive growth through obsessive client centricity. With a background in conflict resolution, she solves complex problems while setting the stage for the future. Clear and energizing communication and scalable process play a central role in her mission to inspire teams and align expectations. Holding herself, her team, and her partners accountable, Marla empowers businesses to achieve their potential.

*Silicon Valley Business Journal 2020 Woman of Influence
*Initiated strategic partnership program improving lead quality and increasing average sales price by 10x.
*Designed and implemented third-party strategies that resulted in cost savings, automation, and efficiency programs to achieve 25% to 100% profit margin increases in multi-billion dollar organizations.
*Established institutional account management team increasing customer satisfaction rates by 75% and leading to new global client acquisition.

Specialties
- Fintech
- Strategic Partnerships
- Roll-up-your-sleeves Entrepreneurialism
- Business Development
- Brand Development
- Public Speaking and Advocacy
- Strategic Planning and Implementation
- Business Transformation
- Performance Management and Optimization
- Risk Assessment and Mitigation
- Program Development and Management
- Customer Service and Customer Success
- Global Relationship Development
- Business Operations
- Leadership Development