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 [...]
In this 3 minute video we'll show you how easy it is to create contacts in Knudge, how to import contacts via a .csv file, and how to group your contacts into households if you engage with your clients at the household level. We'll also explain how your contacts start out in an "email [...]
In this video we'll walk through what goes into a nudge, talk about the two different types of nudges and talk about the controls you have over when nudges are posted and when reminders can be sent. Parts of a nudge To: Nudges can be assigned to individual clients, households [...]
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 [...]
For a long time, we've been able to assign nudges to our teammates, to ourselves, or to other professionals that we work alongside to service our clients. Now, if you assign action items internally or to these other professionals, you'll also be able to associate those nudges with the client or a [...]
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 [...]