There are hundreds of ways to use Knudge to help your clients manage their financial lives. Knudge comes with a library of templates to help you get started. Read on to learn how you can use Knudge to: Onboard clients Schedule meetings Have more effective review meetings Increase your level of service and create [...]
For this equity comp advisor, Knudge is his daily driver for client communication. When TJ van Gerven reaches out to clients, most often, he does it with a nudge. The Boston-based advisor serves millennials receiving equity comp and kicks off the relationship with a nudge to upload their docs into the Right Capital vault. [...]
Dave Connolly, CEO and Co-Founder of Knudge, and Dr. Moira Summers, Financial Psychologist, Executive Coach and Behavioral Strategist at Knudge join host Matt Reiner on the latest episode of Bridging The Gap. We explore procrastination, three steps of implementation for your clients, the shared responsibility of implementation, what works and what doesn’t work when [...]
Dr. Moira Somers, financial psychologist, and international best-selling author of Advice That Sticks discusses what it takes to help people take action on the advice and recommendations of their advisors. See a quick demo of how Knudge can help you manage your clients action items and help them get more done Knudge [...]
"A nudge is a contextual change to the way a choice is offered while preserving people’s ability to make the decision they want.” Hamid Ghanadan’s December 2018 Forbes article is a worthwhile read on human decision making. We all rely on mental shortcuts to make decisions quickly and efficiently. Over time Knudge will provide advisors [...]