The only software solution for financial planners that is specifically focused on managing their client’s action list.
Boston, MA
Joined August 2018
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When you're looking for an expert to help build a tool encouraging clients take action, you go to the person who literally wrote the book on it!
Knudge is ecstatic to announce @advicesticks has joined the team as our Behavioral Strategist.
knudge.com/were-excited-to-h…
Looking forward to connecting with innovators, regulators, and investors during Boston Fintech Week October 10 – 13, hosted by @FintechSandbox. This year’s event will explore the new financial infrastructure transforming the fintech. #BostonFintechWeek2023 bostonfintechweek.org/
Some advisors worry they may jeopardize the client relationship by following up and "nagging" their clients to take action.
But we hear more and more that this is exactly what clients are looking for. An accountability partner to help them take action. Knudge can help with that.
66% of investors would like behavioral coaching from #advisors
if true, big news for advice engagement software like @Forward_Lane @Knudge @BentoEngine @Lumiant_io @Get_Elements
@JessLiberi @Fidelity
#t32023
knudge retweeted
Always learning from @advicesticks
Clip: Money & Stress with Dr. Moira Somers on Shaping Change. Watch the full episode here: youtu.be/Z_vdRVNpRLI
One question we get from advisors is:
“What should I nudge my clients about?”
The simplest answer is to start with understanding what is most important in your client’s life.
Once you know that, knowing what to remind them about is easy!
Easy to pick our fav part of @ramit interview w/ @MichaelKitces.
Where should financial advisors be heading?
Dipping your toes into the behavioral world because there are “glimmers of people realizing the importance of accountability”. ✅
I had a blast talking with @MichaelKitces about the psychology of money, money & relationships, and my thoughts on the AUM business model
kitces.com/blog/ramit-sethi-…
Do you love Knudge? Did you know you can get paid for sharing the love???
knudge.com/knudge-referral-p…
Check out our referral program and get paid to spread the word about helping your clients get stuff done.
Always learning from @advicesticks
Clip: Money & Stress with Dr. Moira Somers on Shaping Change. Watch the full episode here: youtu.be/Z_vdRVNpRLI
We're excited to partner with @NAPFA. With Knudge NAPFA-affiliated financial planners can not only be more efficient but also more effective.
Did you know? As a NAPFA member you will save 10% on the first 12 months with @Knudge. Learn more at ow.ly/VLch50KB6Nk or ow.ly/vUuf50KB6No.
We’re honored to partner with you and join you on this great endeavor.
It’s an exciting time in our profession.
The SHIFT is happening.
I really enjoyed our conversation @mattreiner. It's always great to listen to Dr. Moira Somers' passion around delivering #AdviceThatSticks, and appreciate the opportunity to share @knudge with your audience.
Make sure to listen to my conversation with Dave Connolly, Co-Founder & CEO of @Knudge, and Dr. Moira Summers, Financial Psychologist and Executive Coach?
We discuss financial motivations, systems and implementation, and more. bit.ly/3dkFucX
#WealthManagement
knudge retweeted
Dave Connolly, Co-Founder & CEO of @Knudge, and Dr. Moira Summers, Financial Psychologist and Executive Coach, join me on today's episode of #BridgingTheGap to discuss financial motivations, systems and implementation, and more. bit.ly/3dkFucX
#WealthManagement
Colorado advisors: are you looking to ✅the 📦on “clear deliverables and demonstrating that there was work completed as a part of the arrangement”?
We’ve got the solution for you!
cc @XYPlanning
A comment letter submitted to the state’s Division of Securities by the XY Planning Network says Colorado financial planners working under a subscription-based fee model face new regulatory requirements that put them at a disadvantage. | @PatDonachie
wealthmanagement.com/regulat…
We are laser focused on improving the stat of only 20% of recommendations being acted on.
Good news so far: advisors using Knudge are seeing 70% of actions being marked complete!
"The future of financial planning is the infusion of life within it."
@TimMaurer joined the show to discuss:
👉How he infuses life into his planning process
👉Behavioral Finance 2.0
👉"Advisor-Driven" versus "Client-Inspired" Recommendations
🔗wiredplanning.com/episode55
❤️
Had back to back calls with industry experts who understand the human side. I asked "which vendors are doing great work?" Both said the same company first. @Knudge #finplanshift
Knudge: "Radically Simple" :)
Maybe our new tagline? 🤔
Thanks @DaveNadig!
My latest. Looking at the incredible value of empathy in conversations and how that's still nothing without action. How many nudges do we need? As investors, or as a society? With thanks to @MichaelKitces @Knudge and OuiFinancial. etftrends.com/little-less-co…
Clients prefer a digital solution to “prevent details from being overlooked”.
How are you ensuring that nothing falls through the cracks for your clients?
knudge retweeted
I really enjoyed speaking with the folks from Arrowroot Family Office about all things relating to #implementation of #financialadvice. lnkd.in/eTnP29pj
We love your description of Knudge @jasonpereira: “A collaboration tool that ensures that stuff gets done!”
Dave Connolly joins Fintech Impact today! He is the co-founder, and CEO of Knudge. Knudge is an automated client communication and collaboration tool that ensures that financial planning and advice are done digitally and effectively. #fintech #podcast ow.ly/3NPv50HCqen