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 deemed to have “custody” of client funds.
Daniel and April will demystify the offering, exploring ways to offer bill pay services while complying with industry rules and regulations, along with suggestions on how to go to market and offer this service differentiation.
Tune in to learn:
- Benefits of offering this service to existing and future clients
- Ways to message and market these services to differentiate
- How to do it all while maintaining the appropriate risk controls and regulatory compliance
Sponsored by
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
April J. Rudin
Founder and CEO
The Rudin Group
Daniel Bernstein, JD
Chief Regulatory Counsel
MarketCounsel Consulting
David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement
WealthManagement.com
