Two of the most common reasons clients leave their advisors are infrequent/ineffective communication and misaligned financial goals. Improving the efficacy of the former has the added benefit of also preventing the latter. Improving client communication Reaching out to schedule an annual or semi-annual review is of course necessary, but not nearly enough. For [...]

Ben Henry-Moreland wrote an interesting post, Advisors are Becoming Better (Not “Faster”) with Advances in #AdvisorTech, about the recent history of AdvisorTech for the Kitces blog.  In it, Ben examines the shift over the last 5 years from tools that primarily made advisors “faster” (e.g. CRMs, Workflow Support) towards those that make advisors [...]

Advisors can update a client's email address if the client has not registered their Knudge account.  Clients that have registered their Knudge accounts must update their email addresses themselves.  It is very easy process, and this demo will show you how.

This demo will show how the Post Date works and when you might want to choose a date other than the default. When the default Post Date is recommended When a custom Post Date may be preferred How the Post Date impacts reminders How tasks with Post Dates in the future appear to [...]

This demo will show how to work with multiple contacts at once.   We'll cover: Sending a nudge to multiple clients at once by selecting clients individually, all at once, or using a tag Adding or removing a lead advisor to/from multiple contacts Adding contacts to a group using tags

Grouping individual contacts into households it easy.   This demo will cover: How to group contacts into a household Designating the assignee Adding or removing contacts to a household Sending a nudge to a household