In this tour we'll show you how to easy it is to create a nudge. We'll cover some details around: How to create a nudge How each of the fields in a nudge work Reminder scheduling & snoozing How to assign a nudge for multiple contacts at once How to use templates to [...]
There are hundreds of ways to use Knudge to help your clients manage their financial lives. Knudge comes with a library of templates to help you get started. Read on to learn how you can use Knudge to: Onboard clients Schedule meetings Have more effective review meetings Increase your level of service and create [...]
Dave Connolly, CEO and Co-Founder of Knudge, and Dr. Moira Summers, Financial Psychologist, Executive Coach and Behavioral Strategist at Knudge join host Matt Reiner on the latest episode of Bridging The Gap. We explore procrastination, three steps of implementation for your clients, the shared responsibility of implementation, what works and what doesn’t work when [...]
Dr. Moira Somers, financial psychologist, and international best-selling author of Advice That Sticks discusses what it takes to help people take action on the advice and recommendations of their advisors. See a quick demo of how Knudge can help you manage your clients action items and help them get more done Knudge [...]
How often do you find yourself sending multiple follow up emails about a specific task? We can do the best planning in the world, but if we can’t get our clients to take action, then what’s it all worth? Assign action items for your clients and Knudge will provide a shared to-do-list and send [...]
Financial advisors use Knudge to automate their client follow up. The result? An increase in clients completing tasks while giving advisors time back in their week to focus on more strategic efforts. Here is a recent client success story: Who did Knudge help: A Managing Partner at an independent RIA with a team of [...]
At Knudge, we're focused on changing behavior. We want to help your clients change their behavior and help them get things done to optimize for better outcomes. But, to start, we need to help you change your behavior. We get it. We know this type of change can be uncomfortable. Here are some of [...]
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Recommend Knudge to advisors or other service oriented professionals that you think may need help managing their clients' action items. First create a contact in Knudge for the individual you'd like to invite so we can track the referral. You can invite them off platform with a personal email or phone call [...]
This great song by the Kinks was on an episode of Patriot (one of the best shows I've seen in a long time - available on Amazon Prime). And it hit home a bit too hard. Anyone who's ever started a business, I'm sure can sympathize. Whether you're starting a new venture, [...]