High-net-worth (HNW) clients have exceptionally busy schedules and constraints on their time that can leave them struggling to take care of bills and accounts reconciliation. This commonly leads to overlooked invoices, inaccurate account records and a litany of other financial tracking issues. As their trusted advisor, you have the unique privilege of helping them save time and money, leading to higher income for you.
What are the signs that they require automated bill pay services? This white paper outlines what you can do to help, including: