Nudge, nudge, wink, wink…

Knudge Webinar for Commonwealth Advisors – May 24th

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 timely reminders to keep everyone on the same page.

Commonwealth has made Knudge available to their network of advisors. We’re excited to share a demo and answer any questions you have.

Tuesday May 24th at 12:00PM ET

Dr. Moira Somers will be joining us to offer some tips and recommendations on how to give advice that actually gets implemented. Register now

I’ve been loving Knudge! It’s changing the whole way I think about client engagement and my service calendar.

It’s (hands down) the best tool of 23 vendors I’m subscribed […]

By |May 16th, 2022|Categories: Client Relationship Management, Wealth Management, Why now|

Case Study: How an advisor saved 10 hours a week

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 6 advisors and $1.5 B AUM

What was the critical issue: Advisor was spread thin to keep up with client items while finding new business. Worried items were slipping through the cracks for him and his entire team.

Reason for critical issue: Advisor did not have the bandwidth […]

By |February 3rd, 2022|Categories: Client Relationship Management, Wealth Management, Why now|

Don’t Worry, Be Happy

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 the concerns that have come up in discussion with other advisors:

  • I have a ton of other more pressing things I need to do before I can devote time to Knudge.
  • I’m worried that my clients will receive more emails or text messages than they are accustomed to.
  • I’m concerned the reminders Knudge sends are less personal than the communications I’m accustomed to sending.
  • I’m worried that my clients won’t understand how to engage with the tool.
  • I have to figure out how to be proficient with Knudge […]
By |January 24th, 2022|Categories: Client Relationship Management, Wealth Management, Why now|

There’s too much on my mind

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, managing your established practice, or just (wink) providing planning services for 40 or 50 households, most of the time I’m sure you’re like me and have too much on your mind.

Add in end of the year planning, and prepping for the holidays and like the song says before you know it you “can’t sleep at night thinking about it”.

We know you have a lot of different technology solutions to consider for your practice, but if you’re considering Knudge, can I suggest you start here.

Start with the tool […]

By |December 13th, 2021|Categories: Client Relationship Management, Wealth Management, Why now|

Wealth Management and Crypto

Have your clients begun to ask about crypto exposure, better known as digital assets?

There will be an entirely new asset class in the next five years ranging from cryptocurrency, non-fungible tokens (NFTs), Decentralized Finance tokens (DeFi), and possibly many more. How much do you know about crypto and the impact on the wealth management industry?

ProShares Bitcoin Strategy ETF (ticker: BITO) became the first BitCoin ETF available in the United States this October. BITO is the beginning of a new wave of “crypto-based” ETFs. Please note we will use the term digital assets instead of cryptoassets. As more ETFs begin to emerge, it will be essential […]

By |November 29th, 2021|Categories: blog, Taxes, Wealth Management|

Dealing Procrastination a Body Blow

Long ago, I wrote my doctoral dissertation on procrastination. (I completed it in record time, too, thank you very much!) As you might imagine, I encountered a few logistical problems while studying procrastinators. After all, these were people with personality traits such as low conscientiousness and a tendency towards impulsivity. Just getting them to show up on time was a major challenge. Getting them to return calls and paperwork was a nightmare. Sound like the sort of thing you might encounter as a financial advisor?

But what started out for me as an incidental nuisance variable – dealing with the inherent unreliability of procrastinators – began to interest me more and more. And what came out of that experience is part of what informs our work at Knudge.

Here’s what emerged from […]

By |October 13th, 2021|Categories: Client Relationship Management|Tags: , |
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