37. A Mother’s Lesson That Changed Phil Weiss

Phil Weiss never planned to become a life planner. He started his career in tax at Deloitte, helping corporations move money across borders, but after watching his own family struggle with financial hardship and loss, he realized that what most people need is support from someone who truly listens, rather than new strategies and products.Today, as founder of Apprise Wealth Management, Phil helps women in transition find clarity and confidence during life’s most difficult moments. He aims to speak less than 20% of the time in client meetings, relying on listening and empathy to guide each conversation instead.In this episode, Phil and Marla talk about how life planning transforms financial advice, the role of behavioral insights in building trust, and how tools like Knomee are helping advisors turn self-discovery into lasting client relationships.Connect with us! Phil Weiss on LinkedInApprise Wealth ManagementMarla Sofer on LinkedInKnomee