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Offering "High Touch" Bill Pay Services Can Help RIAs

Thursday, June 03, 2021 | 2:00 PM Eastern Daylight Time The more value-added services you provide clients, the harder it is for them to replace you. Identifying a safe and secure bill pay service can solve a major pain point for ultra / high-net-worth (U/HNW) clients, further deepening the advisor-client relationship. Join April Rudin and Daniel Bernstein as they discuss the opportunity for RIAs to distinguish themselves through this important “high touch” service offering for U/HNW ...
April Rudin Daniel Bernstein Aprilj Rudin Rudin Group ஏப்ரல் ருடின் டேனியல் பெர்ன்ஸ்டீன்

Healthcare Trust of America Inc (HTA) Q1 2021 Earnings Call Transcript

Operator Good afternoon and welcome to the Healthcare Trust of America First Quarter 2021 Earnings Conference Call. [Operator Instructions] Please note, this event is being recorded. I would now like to turn the conference over to David Gershenson, Chief Accounting Officer. Please go ahead. David Gershenson -- Chief Accounting Officer Thank you, and welcome to Healthcare Trust of Americas first quarter 2021 earnings call. We filed our earnings release and our financial supplement yesterday aft...
United States North Carolina South Carolina Mission Viejo Orange County Juan Sanabria
Source: fool.com

CareTrust REIT Inc (CTRE) Q1 2021 Earnings Call Transcript

CareTrust REIT Inc (CTRE) Q1 2021 Earnings Call Transcript Motley Fool Transcribers © The Motley Fool Logo of jester cap with thought bubble. CareTrust REIT Inc (NASDAQ: CTRE) Popular Searches Welcome to the CareTrust REIT First Quarter 2021 Earnings Conference Call. Participants should be aware that this call is being recorded and listeners are advised that any forward-looking statements made on todays call are based on managements current expectations, assumptions and beli...
United States Juan Sanabria Todd Stender Eric Gillis Greg Stapley Steven Valiquette Barclays
Source: msn.com

Healthcare Realty Trust (HR) Q1 2021 Earnings Call Transcript

Operator Good day and welcome to the Healthcare Realty Trust First Quarter Financial Results Conference Call. All participants will be in listen only mode. [Operator Instructions]. I would now like to turn the conference over to Carlos Baca, Associate Vice President Investor Relations and Corporate Responsibility. Please go ahead. Carla Baca -- Associate Vice President Investor Relations and Corporate Responsibility Thank you for joining us today for healthcare royalties, first quarter 2021 ea...
North Carolina United States Orange County San Diego San Antonio Omotayo Okusanya Mizuho
Source: fool.com

Omega Healthcare Investors (OHI) Q1 2021 Earnings Call Transcript

Omega Healthcare Investors (OHI) Q1 2021 Earnings Call Transcript Motley Fool Transcribing © The Motley Fool Logo of jester cap with thought bubble. Omega Healthcare Investors (NYSE: OHI) Q1 2021 Earnings Call Operator Good morning. Welcome to Health Care Investor first-quarter 2021 earnings conference call. [Operator instructions] Please note that this event is being recorded. I would now like to turn the conference over to Michele Reber. Please go ahead. Senior Director o...
New York United States United Kingdom Megan Krull Omotayo Okusanya Mizuho Jonathan Hughes Raymond James
Source: msn.com

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