Nudge, nudge, wink, wink…

How to Take the Dread Out of Your To-Do List

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 making changes and provides us with tips on how to help address those.

It is part of our job as advisors to facilitate conversations around the emotional barriers Emily outlines below.  It’s also important for us to recognize that sometimes our clients just aren’t ready for all the changes we may want them to make, so we need to hear them and focus on the steps they are ready to take.

Once your clients have committed to making changes, […]

By |February 16th, 2021|Categories: Advisor Insights, Nudge Theory, Uncategorized|

Knudge partners with Wealthbox to help advisors manage their clients’ action items

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 can easily import their contacts into Knudge to avoid duplicate data entry. Contacts will stay linked and Knudge will push back notes to contact records when new nudges are posted or marked complete.

Sign up to the Wealthbox + Knudge webinar to learn more about this new integration.

“We’ve had a great experience working with Wealthbox to build out this integration” says Shaun Erickson, CFP® and Co-Founder of Knudge. He added, “Advisors on the Wealthbox platform can seamlessly connect their CRM to the Knudge app where […]

By |October 20th, 2020|Categories: Client Relationship Management, Product Update|Tags: , , |

The future of the business is clear: It’s advice, not investing

“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 better reflects this reorientation.

Ryan Neal’s 2019 Investment News article is a worthwhile read on this trend.

By |June 30th, 2019|Categories: Client Relationship Management|

Email Is Sooo Yesterday for Many Clients

“Advisors who quickly adapt to a fast-changing communications landscape have a much better chance of keeping clients happy.” – David Sterman

We agree– e-mail is so yesterday! Today’s financial advisers must adapt their communication methods to meet their clients where they are.  In addition to email, Knudge can send, in-app messages, push notifications and text alerts.  Knudge is designed to help advisors communicate in the modern era.

Single Point Partners’ Seth Corkin is quoted in this article by RIAIntel explaining how Knudge improves advisors’ management of client communications and to-do lists.

By |June 20th, 2019|Categories: Uncategorized|

2019: The Year of the Resurgence of the Financial Advisor, With Technology’s Help

Excerpt from’s article on this year’s trends in the financial services industry.

Expect to see client-advisor relationships change for the better as advisors embrace the basics and continue digitizing manual processes this year.

With technology, financial professionals can increase the frequency and quality of client touchpoints, stripping out the manual inefficiencies and becoming more tailored in their outreach. Less time will be spent manually building individual portfolios and more time will be spent engaging with clients to address relevant market trends, life goals and opportunities.

[2019] underscores a resurgence of the human advisor, thanks to the development of new technologies that enhance rather than replace the human touch.

Read the full report from

By |May 17th, 2019|Categories: Uncategorized|
Go to Top