Dealing Procrastination a Body Blow

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 [...]

By |2021-11-29T21:23:25+00:00October 13th, 2021|Client Relationship Management|

How often are reminders sent?

Knudge has an advanced reminder algorithm that determines the optimal time to send reminders to clients. Advisors don't need to worry about scheduling the reminders when they create action items for their clients, but it's good to know how it all works. If time allows, Knudge sends three reminders leading up to the due date. [...]

By |2021-11-29T21:25:37+00:00September 10th, 2021|Client Relationship Management|

Knudge integration with Redtail

We’re excited to announce a new partnership with Redtail.  If you're not already familiar, Redtail is a cost-effective, feature-rich, customizable, and highly automated CRM. With this integration Redtail 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 [...]

By |2021-11-30T02:48:27+00:00February 5th, 2021|Client Relationship Management, Product Update|

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 [...]

By |2021-04-14T03:13:57+00:00October 20th, 2020|Client Relationship Management, Product Update|

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 [...]

By |2021-11-29T21:36:00+00:00June 30th, 2019|Client Relationship Management|

Advice That Actually Sticks with Moira Somers

Financial Advisors As Adherence Partners To Deliver Advice That Actually Sticks with Moira Somers Another great episode of the Financial Advisor Success Podcast Indeed, there is a fine line between nudging and nagging, and advisors walk this line with every client communication.  We’re building Knudge with this balance in mind.  We imagine a world in [...]

By |2021-11-29T21:41:13+00:00December 4th, 2018|Client Relationship Management|
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