Practice Management: Knudge: Automate your follow up & help your clients take action to reach their financial goals

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Includes a Live Event on 02/01/2022 at 1:00 PM (EST)

How often do you find yourself sending multiple follow up emails about a specific task? 
How often are you unsure if your clients have completed their tasks? 
Do you know where your clients stand on their action items prior to your next meeting?

We can provide the best advice in the world, but if we can't get our clients to take action, then what's it all worth.

Whether you're looking to provide a higher level of service or looking for a way to streamline your current process, Knudge can help automate your follow up process and increase the likelihood of your advice actually getting implemented.

Knudge allows you to assign action items for your clients and see at a glance, across your client base, what’s been actioned and what is still outstanding.  Your clients don’t need to register or login to a new tool. They can simply receive reminders via email or text. If they choose to register or install the app, they can also set their preferences for when and how they’d like to receive reminders and see a shared to-do-list of assigned tasks.

Visit Knudge.com to learn more about how Knudge can serve as a core solution in your practice.

Practice Management Webinars do NOT qualify for CE

Dave Connolly

Co-founder and CEO

Knudge

For over 20 years Dave has been designing and developing web based products. Former Lead User Interface Designer at Bain & Company - responsible for designing dozens of internal web based applications. More recently co-founder and CTO of HourlyNerd (now Catalant Technologies) an online marketplace that provides global enterprises access to business expertise on demand.

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Practice Management: Knudge: Automate your follow up & help your clients take action to reach their financial goals
02/01/2022 at 1:00 PM (EST)   |  60 minutes
02/01/2022 at 1:00 PM (EST)   |  60 minutes