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 [...]

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 [...]

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 [...]

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 [...]