Office management could be changing at your firm due the Department of Labor! To adapt to the DOL fiduciary change, adapting your billing operations to be fee-based model might be good to look into.
DOL is pushing retirement advisers in that direction and while Redtail is not a billing system, you can document necessary information as a fee-based advisory office using a few searches and data entry.
Video not Loading? Unable to view YouTube? CLICK HERE