“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 the conference. [...]
As a financial planner, we know that there are a lot of potential barriers to our clients taking the steps required to get (and keep) their financial lives in order In this guest post, Emily Shull, a Certified Money Coach from Me, Myself and Money addresses some of the emotional barriers we all struggle with in [...]
As we continue to work to get Knudge to market, we’re also working to ensure we deliver best in class customer support. I wanted to take a minute to introduce you to one of our newest team members, See Lee who will be leading our customer success efforts. See is an accomplished Product Leader with experience [...]
We're making great progress on the product and on building out our team. Our plan is for a public release this spring. What’s new with product development? The short answer is, a lot. Three specific milestones that we're excited about: You are now able to create and send recurring nudges. Nudges can be scheduled to [...]
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 [...]
"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 [...]
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 [...]