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.
Financial Aggregation Tools Help Increase Client Retention
With the rise and ever increasing popularity of self-service investment tools, traditional wealth management firms are finding that it’s imperative to adopt digital solutions to stay competitive.
Get Started Guide: How to Start Offering Credit Solutions to Your Clients
Many financial advisors understand, intellectually, that they could enhance their practice by offering lending solutions to their clients...