Advisor Spotlight – TJ van Gerven of Modern Wealth Builders

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. [...]

Guiding Your Client’s Financial Journey

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 [...]

Knudge overview: How to help your clients take action

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 [...]

The Best Way To Encourage Your Audience To Act

"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 [...]

The Tipping Point: Will the coming wave of wealth value advice?

Excerpt from Fidelity Investment's report on the coming wave of wealth value advice. Many investors today are seeking different types of relationships with their financial advisors. No group epitomizes this more than Generations X and Y, the “coming wave of wealth,” who generally seek advice relationships that go beyond investment management. They seek relationships that [...]

High End, High Touch And High Tech: The New Buzz In Wealth Management Marketing

Excerpt from article by Liz Fritz Chief Marketing Officer at F2 Strategy Consulting originally published in Forbes Engage with the new Gen C (Generation Connected). Engagement is particularly important in the digital age. It’s not just millennials that are plugged in. You’ll be hard-pressed to find a client who doesn’t have a smartphone. Technology may seem like a [...]

By |2021-11-29T21:48:35+00:00October 4th, 2018|Advisor Insights, Wealth Management|

The Cost-Effective Power Of Psychological Nudges

Excerpt from article by Michael Blanding originally published in Forbes Most governments aren’t subtle when they want citizens to do something. The United States spends close to $1 billion annually on advertising—trying to convince citizens to do everything from taking flu prevention shots to reporting unattended suitcases at the airport. But now agencies are finding that [...]

By |2021-11-29T21:50:11+00:00September 2nd, 2018|Advisor Insights, Nudge Theory|
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