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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 it comes to helping your clients reach financial goals, and more.
We also dive into a conversation about how simple reminders from you as the advisor can have a huge impact on your clients’ financial journey.
About the Show
Bridging the Gap is a financial podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology industries to focus on innovating the financial services industry.
Overcoming the Status Quo Bias with the Fresh Start Effect
Here at Knudge, we’ve noticed that some of our new members take a long time to start assigning nudges to their clients. Behavioral economics research tells us why.
One of the biggest barriers to behavior change is the Status Quo Bias: the tendency to stick to whatever path we’re on, even when we are convinced that better things await us on a different path. It’s the psychological version of physics’ inertia. It keeps us right where we are because switching to something new and better is just so much more… effortful at the beginning.
If you’re like most Knudge users, you signed up with Knudge for one or more of the following excellent reasons:
- You want to make it easier for your clients to remember and complete their To Do list.
- You want to cut […]
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 Co-founder, and financial advisor, Shaun Erickson shares how they rolled out Knudge at his firm, Single Point Partners.
Learn what your clients are really looking for – getting to a state of action.
Knudge is approved for Commonwealth Financial Network
How often do you find yourself sending multiple follow up emails about a specific task?
We can do the best planning in the world, but if we can’t get our clients to take action, then what’s it all worth?
Assign action items for your clients and Knudge will provide a shared to-do-list and send timely reminders to keep everyone on the same page.
Commonwealth Financial Network has made Knudge available for their advisors.
We were excited to share a demo and answer questions from Commonwealth advisors. Dr. Moira Somers joined us to offer some tips and recommendations on how to give advice that actually gets implemented.
Check out the recording:
I’ve been loving Knudge! It’s changing the whole way I think about client engagement and my service calendar.
It’s (hands down) the best tool of 23 vendors I’m subscribed to, to serve […]
Case Study: How an advisor saved 10 hours a week
Financial advisors use Knudge to automate their client follow up. The result? An increase in clients completing tasks while giving advisors time back in their week to focus on more strategic efforts.
Here is a recent client success story:
Who did Knudge help: A Managing Partner at an independent RIA with a team of 6 advisors and $1.5 B AUM
What was the critical issue: Advisor was spread thin to keep up with client items while finding new business. Worried items were slipping through the cracks for him and his entire team.
Reason for critical issue: Advisor did not have the bandwidth […]
Don’t Worry, Be Happy
At Knudge, we’re focused on changing behavior. We want to help your clients change their behavior and help them get things done to optimize for better outcomes. But, to start, we need to help you change your behavior.
We get it. We know this type of change can be uncomfortable.
Here are some of the concerns that have come up in discussion with other advisors:
- I have a ton of other more pressing things I need to do before I can devote time to Knudge.
- I’m worried that my clients will receive more emails or text messages than they are accustomed to.
- I’m concerned the reminders Knudge sends are less personal than the communications I’m accustomed to sending.
- I’m worried that my clients won’t understand how to engage with the tool.
- I have to figure out how to be proficient with Knudge […]