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: