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 families and individuals. While not prohibited from doing so, RIAs offering these services are often...