The more value-added services you offer your customers, the more difficult it is for them to replace you. Identifying a secure bill payment service can solve a major problem for Ultra / High Net Worth (U / HNW) customers and further deepen the advisor-customer relationship.
Discuss with April Rudin and Daniel Bernstein the possibility for RIAs to distinguish themselves through this important service offering for U / HNW families and individuals. While not prohibited, RIAs offering these services are often assumed to be “custody” of customers’ funds.
Daniel and April will demystify the offering and look for ways to offer bill payment services in compliance with industry rules and regulations, as well as suggestions for bringing those services to market and differentiating them.
Tune in to learn:
- Benefits of offering this service for existing and future customers
- Ways to communicate and market these services to differentiate them
- How to do all of this while maintaining appropriate risk controls and regulatory compliance
CIMA®, CPWA®, CIMC®, RMA® and AEP® CE credits have been applied for and have yet to be approved.
April J. Rudin
Founder and CEO
The Rudin Group
Daniel Bernstein, JD
Chief Regulatory Counsel
David Armstrong – presenter
Editor-in-chief and executive director for content and user engagement