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 |2019-12-19T20:58:47+00:00June 30th, 2019|Uncategorized|

Email Is Sooo Yesterday for Many Clients

"Advisors who quickly adapt to a fast-changing communications landscape have a much better chance of keeping clients happy." - David Sterman We agree-- e-mail is so yesterday! Today’s financial advisers must adapt their communication methods to meet their clients where they are.  In addition to email, Knudge can send, in-app messages, push notifications and text [...]

By |2019-12-11T20:24:52+00:00June 20th, 2019|Uncategorized|

2019: The Year of the Resurgence of the Financial Advisor, With Technology’s Help

Excerpt from WealthManagement.com's article on this year's trends in the financial services industry. Expect to see client-advisor relationships change for the better as advisors embrace the basics and continue digitizing manual processes this year. With technology, financial professionals can increase the frequency and quality of client touchpoints, stripping out the manual inefficiencies and becoming [...]

By |2019-12-19T20:29:59+00:00May 17th, 2019|Uncategorized|