Ever Wonder What Goes into a Nudge? Read below to understand when Knudge begins sending reminders, how often reminders are sent, the logic behind the notification period, and how to send a nudge manually. Post Date: The post date dictates when a nudge gets added to a contacts shared to-do-list. If you elect to [...]
Many Advisors new to Knudge ask us whether they should send individual nudges for each task or group a bunch of tasks into one nudge. The fear is that setting up a bunch of individual nudges would cause their Clients to be "nudged" too many times, more times than the advisors typically contact their [...]
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. [...]
“What’s the point of technically proficient advice if the client won’t act on it?” I “borrowed” this line from Dr. Moira Somers in Sept 2019 at the XYPN Live Conference Tech competition. We presented and introduced Knudge to the financial planning community on the same day Dr. Somers was giving a keynote address at [...]
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 [...]
Advisor tech must adapt with the times, and Knudge is proud to be part of the movement focusing on next-gen clients. Read more at Financial-Planning.com
"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 [...]
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 [...]
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 [...]
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. [...]