Project Management for your Financial Life. Chief Planning Officer at @spcfo. Co-Founder @knudge. #XYPlanning
Boston, MA
Joined August 2018
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Pretty cool to get to call someone you admire so much a teammate. I could listen to @advicesticks talk about how to be a better advisor all day, and now I get to!
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…
Honestly @Ross__Marino I’m typically not much of a conference person.
But SHIFT felt more like a gathering of friends coming together to support each other in caring about their clients.
I witnessed & felt a lot of caring for each other which felt unique for a conference.
Help requested for marketing 2024. For everyone who attended Shift, would you either post or message me a quote about the event? #shiftevent @brianportnoy @MaryBellConsult @behaviorgap @ThrivosLLC @neilbage @MeghaanL @KristyArchuleta @nicolecasperson @DrPrestonCherry
Very much looking forward to this @advicesticks
Only three more sleeps until this event, filled with immediately actionable ideas on working with severely ill or cognitively incapacitated clients. Register now! lnkd.in/gapfiqwi
Well, I know we now have the best one!
"When you buy a hat like this I bet you get a free bowl of soup, huh?"
How about some free months of Knudge instead?
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.
Shaun Erickson CFP® retweeted
#ScamAlert: Beware of fake letters that threaten SSN suspension. SSA will never suspend your SSN. The real @SocialSecurity toll-free number is 1-800-772-1213.
Visit ssa.gov/scam for more information on how to protect yourself from #SocialSecurity scams.
Had an amazing experience with BLX this year. Entire process was fantastic and have one of the best interns we have had in 10 years!
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Congrats Brendan! I think I make up 10% of those downloads :).
Shaun Erickson CFP® retweeted
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:
Know a military servicemember (or their family) with student loans?
Important info here to potentially save a lot of $$.
consumerfinance.gov/about-us…
Pretty excited to share this from our colleague Meghan Dwyer. We’ve got an amazing team doing some cool stuff so we don’t want to keep it a secret.
spcfo.com/how-to-embrace-emo…
Discovered another great benefit of being a @Holistiplan customer today - CE!!!
Had a few hours left and a week to do them in. Great content delivered by Ben and Roger in a way that won’t put you to sleep either!
Honestly, worth the watch even if you don’t need the CE!
Great things coming to shape the future of financial advice.
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Shaun Erickson CFP® retweeted
We love your description of Knudge @jasonpereira: “A collaboration tool that ensures that stuff gets done!”
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
Love seeing @samuelsdeane drawing attention to the tools being built to help advisors.
So often the talk of FinTech has been about investing/robos.
Groups like Sam’s WealthTech Ventures are exciting to see for us advisors. wsj.com/articles/which-finte…
Well, I definitely didn't have my favorite reading of the weekend being about poop on my bingo card....
I've fallen in love with a FinTech company. They had me at the poo bags. (Does that make me a cheap date?)
This article tells the story: Knudge: Making it easy to do the right things at the right time linkedin.com/pulse/knudge-ma… via @LinkedIn
Are you SPPs next Personal CFO (aka Lead Financial Planner)?
Check out this opportunity and feel free to share with anyone you think might be interested in connecting with us!
spcfo.com/careers/
