Nudge, nudge, wink, wink…

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 Financial Network has made Knudge available for their advisors.

We were excited to share a demo and answer questions from Commonwealth advisors. Dr. Moira Somers joined us to offer some tips and recommendations on how to give advice that actually gets implemented.

Check out the recording:

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 to, to serve […]

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 […]

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 […]

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 […]