Strengthen Client Loyalty in Times of ChangeStrengthen Client Loyalty in Times of Change
Learn how value-added services can differentiate your firm and create stronger client relationships.
June 16, 2021
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Sponsored by Bill.com
Bill.com
Now more than ever, you’re pursuing client loyalty against a backdrop of rapid change. But one thing that hasn’t changed is the trust clients place in their wealth advisors and family office firms.
One way you can strengthen client relationships is by providing value-added services. The challenge is making sure stronger relationships don’t come at too high a cost in terms of time, labor, or additional business risk.
Providing bill pay services is a great way to build trust and loyalty with clients. Since fewer than 20% of advisors currently offer bill pay, it also presents a significant opportunity to differentiate yourself from other firms.
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