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 (Kitces.com)