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 which advisor time is spent on the highest value-add activities and communication.  Leave the reminders to us!

Listen to the podcast or read the full transcript on the Nerd’s Eye View (