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|

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 [...]

The Millennial Investor Becomes a Force

Excerpt from "Millennials & Money" part of Accenture's New Face of Wealth Management Series Wealth managers are next up to feel the Millennial headwind. Born 1982 through 1995, this group is entering the investment scene in earnest. The good news is: This scenario brings opportunity for investment firms who can master the hybrid advice mix. [...]

By |2021-11-29T21:45:53+00:00October 4th, 2018|Client Relationship Management|

Finding the right nudge for your clients

Advisers are using insights from behavioral economics and social psychology to steer people's decisions in a direction that should benefit them Excerpt from article by Alain Samson and Prasad Ramani originally published in Investment News Client perceptions of a financial adviser's service are ultimately determined by how effectively it delivers to their personal financial objectives or [...]

By |2021-11-29T21:47:13+00:00October 4th, 2018|Client Relationship Management|
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