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.
Don’t be scared to nudge your clients….
Many Advisors new to Knudge ask us whether they should send individual nudges for each task or group a bunch of tasks into one nudge. The fear is that setting up a bunch of individual nudges would cause their Clients to be “nudged” too many times, more times than the advisors typically contact their Clients.
Our research shows that people get more benefit from individual nudges. Discrete nudges make it easier for clients to manage their to-dos and allow them to mark individual ones complete. It’s a great way to give Clients a sense of accomplishment for completing a task. You and your Client can also have conversations about a specific nudge and organize them under one task. This makes it easier to find and reference later.
If that’s a big change for you, because you typically send […]
How often are reminders sent?
Knudge’s reminder algorithm determines the optimal time to send reminders to clients.
Advisors don’t need to worry about scheduling the reminders when they create action items for their clients, but it’s good to know how it all works.
If time allows, Knudge sends three reminders leading up to the due date.
If there is a long span of time between the posted date and the due date, the first reminder could go out as much as a month before the due date but it’s usually one or two weeks before the due date, the second and third reminders are sent closer to the due date. You can also elect to send an additional notification when the nudge is posted by checking “Send notification on post date” when you create the nudge.
There are many factors that determine when reminders are sent. Some of […]
Dr. Moira Somers joins Knudge as our Behavioral Strategist
“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. Having been a massive fan of her book “Advice that Sticks”, I thought I could use a distraction from my nerves for my upcoming presentation so I sat in on her keynote.
That line she delivered perfectly summed up why Knudge was created. So I used the exact line in our presentation (with full credit of course).
Fast forward two years later and I could not be more thrilled to announce that Dr. Somers is joining the Knudge team as our Behavioral Strategist.
You see, my […]
How to Take the Dread Out of Your To-Do List
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 making changes and provides us with tips on how to help address those.
It is part of our job as advisors to facilitate conversations around the emotional barriers Emily outlines below. It’s also important for us to recognize that sometimes our clients just aren’t ready for all the changes we may want them to make, so we need to hear them and focus on the steps they are ready to take.
Once your clients have committed to making changes, […]
Knudge partners with Wealthbox to help advisors manage their clients’ action items
Go beyond the planning and make sure all the doing gets done
We’re excited to announce a new partnership with Wealthbox. If you’re not already familiar, Wealthbox is a modern CRM for financial advisors known for its powerful yet simple user-experience for independent advisory firms of all sizes.
With this integration Wealthbox advisors can easily import their contacts into Knudge to avoid duplicate data entry. Contacts will stay linked and Knudge will push back notes to contact records when new nudges are posted or marked complete.
Sign up to the Wealthbox + Knudge webinar to learn more about this new integration.
“We’ve had a great experience working with Wealthbox to build out this integration” says Shaun Erickson, CFP® and Co-Founder of Knudge. He added, “Advisors on the Wealthbox platform can seamlessly connect their CRM to the Knudge app where […]
Advisor tech shifts focus to next-gen clients
Advisor tech must adapt with the times, and Knudge is proud to be part of the movement focusing on next-gen clients.