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, [...]
You can use Knudge to manage all of your clients in the same way regardless of whether or not they register or install the Knudge app. When you send a client a nudge, your client will get notifications and messages via their email by default and they may also opt in to [...]
In this video, you will learn how to invite your client to register for Knudge, what the Knudge app looks like from the client point of view, and the benefits of being a registered client.Clients who register for the Knudge app will have access to a shared to-do-list, a calendar view, a [...]
Knudge's reminder algorithm determines the optimal time to send reminders to clients. Advisors don't need to worry about scheduling the reminders when they create action items for their clients, but it's good to know how it all works. If time allows, Knudge sends three reminders leading up to the due date. If there [...]
“What’s the point of technically proficient advice if the client won’t act on it?” I “borrowed” this line from Dr. Moira Somers in Sept 2019 at the XYPN Live Conference Tech competition. We presented and introduced Knudge to the financial planning community on the same day Dr. Somers was giving a keynote address at [...]
As a financial planner, we know that there are a lot of potential barriers to our clients taking the steps required to get (and keep) their financial lives in order In this guest post, Emily Shull, a Certified Money Coach from Me, Myself and Money addresses some of the emotional barriers we all struggle with in [...]
Go beyond the planning and make sure all the doing gets done We’re excited to announce a new partnership with Wealthbox. If you're not already familiar, Wealthbox is a modern CRM for financial advisors known for its powerful yet simple user-experience for independent advisory firms of all sizes. With this integration Wealthbox advisors [...]
Advisor tech must adapt with the times, and Knudge is proud to be part of the movement focusing on next-gen clients. Read more at Financial-Planning.com
"The future is life coaching, relationships and comprehensive wealth management, and embracing this new reality is what will drive the future of the business. - Ryan Neal, Investment News" The FA model is undergoing a fundamental shift with financial planning supplanting traditional investment advice. Importantly, this shift has been accompanied by modernized fee structures that [...]