Guiding Your Client’s Financial Journey

Dave Connolly, CEO and Co-Founder of Knudge, and Dr. Moira Summers, Financial Psychologist, Executive Coach and Behavioral Strategist at Knudge join host Matt Reiner on the latest episode of Bridging The Gap. We explore procrastination, three steps of implementation for your clients, the shared responsibility of implementation, what works and what doesn’t work when [...]

Knudge overview: How to help your clients take action

Dr. Moira Somers, financial psychologist, and international best-selling author of Advice That Sticks discusses what it takes to help people take action on the advice and recommendations of their advisors. See a quick demo of how Knudge can help you manage your clients action items and help them get more done Knudge [...]

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 [...]

The Cost-Effective Power Of Psychological Nudges

Excerpt from article by Michael Blanding originally published in Forbes Most governments aren’t subtle when they want citizens to do something. The United States spends close to $1 billion annually on advertising—trying to convince citizens to do everything from taking flu prevention shots to reporting unattended suitcases at the airport. But now agencies are finding that [...]

By |2021-11-29T21:50:11+00:00September 2nd, 2018|Advisor Insights, Nudge Theory|
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