From Barron’s, by Cheryl Winokur Munk
If you offer bill-pay services to clients, or are thinking about it as a value-add, read on.
Offering bill pay services to clients can help advisors stand out since it’s not something everyone offers. It can be an effective way to provide hands-on service and help clients with an area of their financial lives that many find particularly difficult—staying on top of bills…
