Don’t Choose Between “Better” or “Faster”

How Knudge is Upending the "Better" or "Faster" Trade-off Ben Henry-Moreland wrote an interesting post, Advisors are Becoming Better (Not “Faster”) with Advances in #AdvisorTech, about the recent history of AdvisorTech for the Kitces blog.  In it, Ben examines the shift over the last 5 years from tools that primarily made advisors [...]

By |2024-02-06T19:56:35+00:00February 5th, 2024|Getting Started, Nudges, Product Help|

Selecting a Post Date

This demo will show how the Post Date works and when you might want to choose a date other than the default. When the default Post Date is recommended When a custom Post Date may be preferred How the Post Date impacts reminders How tasks with Post Dates in the future appear to [...]

By |2024-01-09T21:31:55+00:00January 9th, 2024|Getting Started, Nudges, Product Help|
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