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 starting, I hoped that Knudge would help clients stay on top of their personal finance to-do’s, taking time off my plate and allowing me to offer a higher touch service than peers. I’ve realized, now, that it’s so much more than that.
Knudge has become invaluable in my practice. I’m in the habit of setting up nudges after every client meeting. What a relief that reminders are going out without jamming up my CRM.
When we found Knudge, we knew this was exactly what we were looking for to keep us and our clients accountable on outstanding action items.
Little did we know that our clients would be so responsive and follow through when consistently “nudged!”
“We decided to not overthink it and used it with the next 13 clients that we met with and created nudges for the action items that came out of their meetings.
It just worked. Even clients that have been notoriously negligent were completing their tasks.
Moving forward with a paid subscription was a no-brainer, but the Baker’s Dozen was a great way to test it out.”
