The only software solution for financial planners that is specifically focused on managing their client’s action list.
Joined August 2018
- Tweets 351
- Following 220
- Followers 370
- Likes 318
76 Photos and videos
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…
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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/
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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.
14 Mar 2023
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
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Always learning from @advicesticks
30 Sep 2022
Clip: Money & Stress with Dr. Moira Somers on Shaping Change. Watch the full episode here: youtu.be/Z_vdRVNpRLI
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We tend to agree :)
1 Dec 2022
👀… 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.
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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”. ✅
4 Oct 2022
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-…
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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.
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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.
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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.
25 Aug 2022
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:
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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.
16 Aug 2022
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
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knudge retweeted
10 Aug 2022
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
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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
22 Jul 2022
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…
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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!
21 Jul 2022
"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
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❤️
22 Jun 2022
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
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Knudge: "Radically Simple" :)
Maybe our new tagline? 🤔
Thanks @DaveNadig!
2 Jun 2022
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…
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knudge retweeted
1 Mar 2022
I really enjoyed speaking with the folks from Arrowroot Family Office about all things relating to #implementation of #financialadvice. lnkd.in/eTnP29pj
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We love your description of Knudge @jasonpereira: “A collaboration tool that ensures that stuff gets done!”
25 Jan 2022
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
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