Applied Behavioral Economics Knowledge Circle: Enhancing Client Engagement: Leveraging Knudge for Financial Advisors
Includes a Live Web Event on 03/19/2025 at 10:00 AM (MDT)
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In this informative webinar, financial advisors will discover how Knudge, an innovative client engagement platform, can streamline follow-up processes and strengthen client relationships. Participants will learn how to automate reminders, track client interactions, and personalize communication strategies to enhance client satisfaction and retention.
Disclaimer:
The views and opinions expressed in FPA Learning Sessions are those of the speaker(s) and do not necessarily represent the views or opinions of the webinar organizers.
Dave Connelly
Co-Founder and CEO
Knudge
Dave Connolly, Co-Founder and CEO of Knudge, For over 25 years Dave has been designing and developing web based products. For 10 years, Dave was the Lead User Interface Designer at Bain & Company - responsible for designing dozens of internal web based applications like knowledge management and staffing and recruiting systems. More recently Dave was a co-founder and CTO of Catalant Technologies - an online marketplace that provides global enterprises access to business expertise on demand.
Shaun Erickson
Co-Founder
Knudge
Shaun Erickson, Co-Founder at Knudge and managing partner of Single Point Partners, a fee-only financial planning firm located in Boston, MA. Shaun is also an active member and former President of the Financial Planning Associations of New England.
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