Great News!! You now have access to a new tool that has been designed to help you become accountability partners for your clients with little time and effort. Yeah!!!
Knudge is the first and only tool focused on helping your clients take action.
Enter tasks for your clients and Knudge will send timely reminders leading up to the due date and continue to send reminders after if specified.
Your clients don’t need to register for Knudge and can simply receive the reminders via email, but if they choose to register or install the app, they can also set preference for when they’d like to receive reminders, elect to receive push notifications and see a shared to-do-list of assigned tasks as well as a history of all they have accomplished. You can also send informational nudges to share what you have done on their behalf. Clients can ask follow-up questions via email or in-app messaging and Advisors are notified when tasks are completed.
You can stop chasing down old email chains and stop leaving reminders for yourself to remind your clients. Knudge helps you stay organized and see at a glance, across your client base, what’s been actioned and what is still outstanding.
As an Advisor, you can do the best planning in the world, but if you can’t get your clients to take action, then what’s it all worth?
Go beyond the planning and make sure all the doing gets done when it needs to get done.
Learn more or request a demo at Knudge.com or sign up for a 30-day free trial below:
Let me know how I can be of service to you, so you can get enjoy your ideal business and ideal life. Take care and stay healthy!
Have a great holiday season!