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, [...]
Knudge comes with a library of templates that can be used as is or cloned and modified to meet your particular needs. Think of these as inspirational starting points for things that you may want to remind your clients to take action on throughout the year.Create your own custom templates or take any [...]
To schedule a nudge go to the post date. Select the post date for when you want a nudge to begin. Then go to reminder scheduling, and click on “send notification on post date”. This will schedule a nudge to be sent out on a specific date.
Knudge is designed to match the communication preference for each individual client. A client will receive an email from you to use Knudge (see adding contact). Once they register for Knudge they can select preferences> “notifications> notification channels. From here, clients can select how they want to receive notifications either through the app, [...]
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 text [...]
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 [...]
Best Practices: In this video, Shaun explains best practices to onboard clients. Besides being a co-founder of Knudge, Shaun also founded Single Point Partners, an RIA in Boston. Shaun shares how his firm has onboarded clients and shares some helpful tips: Add clients one at a time as you meet with [...]
Using households allows you to create 1 nudge and send it to multiple people in the household at once. It also creates transparency and shared accountability between members of a household. Some households may even have friendly competitions on who completes the most tasks! When a nudge or notification is addressed to [...]
In this short minute video we'll show you how to set up your communication preferences. Financial advisors can receive notifications by either push, text message, email or all three!
In this short minute video we'll show you how to change your password and add a 2FA. In case you do not know, 2FA is an additional layer of security that supersedes proof of access to an email address. To edit both of these, please go to settings > security