Welcome to the Knudge Help Center
Still have questions? Email us at support@knudge.com or schedule some time so we can answer your questions and share some tips to help you get the most out of Knudge.
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 Webinar for Commonwealth Advisors
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 has made Knudge available to their network of 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 clients.
Before […]
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 […]
Knudge referral program
Recommend Knudge to advisors or other service oriented professionals that you think may need help managing their clients’ action items.
First create a contact in Knudge for the individual you’d like to invite so we can track the referral. You can invite them off platform with a personal email or phone call or send them a nudge, the important thing is thet they’re already entered as a contact at your organization prior to signing up.
They can sign up for a paid plan right away or start with the Baker’s Dozen free tier to try Knudge out at their organization. Either way, when they upgrade to a paid subscription, we’ll credit $100 to your account and $100 to theirs.
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