Nudge Theory: Helping Clients Take Action w/ Dave Connelly
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Nudge Theory: Helping Clients Take Action w/ Dave Connelly
In this episode, Rory Henry speaks with Dave Connolly, co-founder and CEO of Nudge, a top-rated platform for advice engagement. Discover the journey that led to the creation of Nudge and how it helps advisors ensure clients take actionable steps towards their financial goals. Learn how Nudge integrates behavioral finance principles, to reduce cognitive load and prompt clients to move from inaction to action. Find out how timely reminders and efficient task management enhance client engagement and satisfaction. Are you curious about implementing nudge theory in your practice? Do you want to know what the Zeigarnik Effect is? Find the answers to these questions and more in this insightful episode with Dave Connolly of Nudge!
