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 [...]
Here at Knudge, we’ve noticed that some of our new members take a long time to start assigning nudges to their clients. Behavioral economics research tells us why. One of the biggest barriers to behavior change is the Status Quo Bias: the tendency to stick to whatever path we’re on, even when we are [...]
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 [...]
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 [...]
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 [...]
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 [...]
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, [...]
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 [...]