knudge

The only software solution for financial planners that is specifically focused on managing their client’s action list.

[knudge @Knudge]

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.

https://t.co/8vwK4DAr4L

[knudge @Knudge]

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 https://t.co/IwdD7JotG9

[knudge @Knudge]

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.

[Craig Iskowitz @craigiskowitz]

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 @Knudge]

Very insightful stuff @advicesticks

[knudge @Knudge]

Always learning from @advicesticks

[knudge @Knudge]

Always learning from @advicesticks

[knudge @Knudge]

We tend to agree :)

[Scott Frank @scott_r_frank]

@babs_73 @jbrendanfrazier @Get_Elements @behaviorgap 👀… agree & what would you play to have this built into your financial planning / monitoring software?

I think actionable tasks is the holy grail of planning if the software is mobile native.

[knudge @Knudge]

@PeterLazaroff Helping client take action

[knudge @Knudge]

@stevedrost @couldbebjorn @RetireMeASAP Assign yourself a nudge and you can be your own accountability partner

[knudge @Knudge]

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!

[knudge @Knudge]

@ericawriter @bamconsults @jbrendanfrazier We ❤️ hearing this @ericawriter

As much as we hope Knudge makes your life easier as an advisor, knowing we are making an impact on your clients lives is what it’s really all about!

[knudge @Knudge]

@olsonplanner It sure is!

[knudge @Knudge]

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”. ✅

[Ramit Sethi @ramit]

I had a blast talking with @MichaelKitces about the psychology of money, money & relationships, and my thoughts on the AUM business model

https://t.co/Q5tu8SVPJy

[knudge @Knudge]

Do you love Knudge? Did you know you can get paid for sharing the love???

https://t.co/ZK2HnrrIEg

Check out our referral program and get paid to spread the word about helping your clients get stuff done.

[knudge @Knudge]

Always learning from @advicesticks

[Ross Marino, CFP®, CeFT® @Ross__Marino]

Clip: Money & Stress with Dr. Moira Somers on Shaping Change. Watch the full episode here: https://t.co/bcKmzY3Ucn

[knudge @Knudge]

@katy_milkman @ethomasson @portfoliobooks We ❤️ Reminders!

[knudge @Knudge]

@bamconsults @alizig @jbrendanfrazier It's a fine line for sure, which is why we are so happy to have @advicesticks on the team to guide us on the behavioral front.

Adding "Knag" to the product roadmap as an add on feature, but you can only use it with friends and family! 😜

[knudge @Knudge]

@vrbst4 @woahitsmiwo @meetnifty We keep hearing great things about @meetnifty. Congratulations!

[knudge @Knudge]

We're excited to partner with @NAPFA. With Knudge NAPFA-affiliated financial planners can not only be more efficient but also more effective.

[NAPFA @NAPFA]

Did you know? As a NAPFA member you will save 10% on the first 12 months with @Knudge. Learn more at https://t.co/CjyIRNT814 or  https://t.co/K9knZjDY3Y.

[knudge @Knudge]

@behaviorgap And sometimes the reason people don’t take action is they just plain forget - our lives are busy!

[knudge @Knudge]

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.

[Brendan Frazier @jbrendanfrazier]

Two years ago today, I hit the "publish" button.

And The Human Side of Money was born.

2 years and 56,000 downloads later...

It's changed my life and impacted lives around the world in ways I never imagined possible.

A few thoughts and musings on this life-changing journey:

[knudge @Knudge]

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.

[Matt Reiner @mattreiner]

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. https://t.co/rPydHeKRPc

#WealthManagement