The only software solution for financial planners that is specifically focused on managing their client’s action list.
Boston, MA
Joined August 2018
- Tweets351
- Following216
- Followers365
- Likes318
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
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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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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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NEW: 10% off at @Knudge 🙌
Advice Stack members can now get an exclusive discount on client accountability tool Knudge for the first 12 months 🎉
Find out more 👉 bit.ly/3q4RTpk
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Nice! Thanks @MichaelKitces . It was great to catch up and talk shop! – at Eagleville, PA
#FA Success Ep 256: Living On The Cutting Edge Of Advisor Technology To Build A Better Client Experience, With Vincent Barbera bit.ly/3nI1MYE @vrbst4 #Advicers #FinTech
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I love @Knudge Shaun. Such an incredible tool and experience. I'm so glad I found it and took the plunge into using it. As a solo advisor it helps me retain the human element while also enabling automation that doesn't feel like a "bot" 😂
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To any advisor helping clients right now, highly recommend this listen. Very cool to hear the perspective of a client from @geotech & @advicesticks always shares great wisdom:
“The advisor has to be able to tolerate being in the presence of emotion.”
Great job @CameronPassmore
Fascinating @RationalRemind discussion with @advicesticks and @goetech @benjaminfelix about investing during these times. rationalreminder.ca/podcast/…
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@advicesticks nails it. 3 big mistakes advisors can make in helping clients during times of stress:
- Talking too soon
- Talking too much
- Talking too fancy
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When I was a solo advisor trying new tech was easy,only had to train myself. As our firm has grown I see the challenges that arise implementing across the team.
Exciting that @knudge will have the expertise of See to help build out onboarding resources for our firm and clients.
Welcome aboard See!
“The other critical piece is learning from customers how they use the product. People have different ways of adopting and adapting to new technologies, and it’s often not exactly how you predict."
Introducing See Lee knudge.com/introducing-see-l…
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Loved this @MstarResearch interview with @advicesticks (& not just for the @knudge shout-out 😀). Focusing on the words we use with clients really resonated. Also, taking judgement out of advice to create a more welcoming space celebrating what people do well & building on it.
This week's long view podcast guest discusses why clients don't do what their financial advisors tell them to do--and how advisors can improve upon that. morningstar.com/podcasts/the…
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Thanks RJ! Ideas aren’t really worth much. The key is surrounding yourself with talented, driven people who make it all happen. I’m fortunate to have the best teams at @spcfo & @knudge!
A shout-out to my partner @Shaun_spp for having the courage to follow his vision for @Knudge !
From Advisor To Entrepreneur: Turn Great Ideas Into A Side Hustle investors.com/financial-advi… via @IBDinvestors
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Consistent feedback we’ve received from advisors reaching out about @knudge is that they love how laser focused we are on the one problem we are solving.
With that focus in mind our dev team has put a lot of thought into building a back end that plays well with others.
knudge retweeted
When we were state reg was happy to be in MA; they got it & were supportive. Tough hearing stories out of states like WA
On a positive note,this is a side benefit of @knudge :)! Support compliance and reinforce the value you deliver by generating a comprehensive activity record
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Highlights what’s top of mind for us these days, how firms are successful implementing new tech. It will not be one-size fits all.
Knudge community, what are some examples of onboarding techniques, processes & support from tech vendors that have yielded great results for you?
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Love seeing the term “advisor tech” in this article. Way better description of what we’re building @knudge.
#fintech makes me think robos. Advisor Tech just feels like it is financial planning focused.
Advisor tech shifts focus to next-gen clients financial-planning.com/news/…
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Congrats to our next door neighbors for the day, Holistiplan! Tax planning for advisors (and their clients) just got a lot better.
Love seeing all this great new tech for Financial Planners at #xypnlive
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Here is the story of how @knudge came to be, and, the impact it will have in keeping people on top of the important "to-dos" in their financial life.
Next week we head to STL for #XYPNLIVE to introduce Knudge to the FP community- wish us luck!
spcfo.com/introducing-knudge…
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.@XYPlanning Announces Fintech Finalists (including @altruistcorp @Knudge @nexainsights & more)
at.law.com/FdEibm?cmp=share_… via @ThinkAdvisor
(Honored to #partner with XYPN again as a judge!)
