In financial services, billing may not be a favorite topic for some. It can be time consuming, complex, and often just... uncomfortable. Very few financial advisors chose their profession because they enjoy discussing fees or billing with their clients. But no advisor can stay in business if they don't.
Author: Seth Johnson
Seth Johnson, Head of Billing Development - Seth has more than two decades of experience delivering fee billing and revenue management solutions to financial organizations around the world. As the former Redi2 Technologies’ Chairman, CEO and co-founder, he oversaw the strategic development of the firm and its products until Envestnet’s acquisition in July 2022. Seth will continue to provide strategic direction on business development and sales for billing solutions within Envestnet’s ecosystem. Seth has served as co-chair of the MMI (Money Management Institute) Billing Standards Subcommittee. He has spoken at numerous industry events and contributed to several publications on the use of technology to enhance the investment fee billing process, including Wall Street & Technology, Operations Management, Investor Services Journal, Money Management Executive and Global Custody Review. Seth graduated cum laude with honors in finance from the David Eccles School of Business at the University of Utah.