Learn How to Expertly Handle Payments and Track Client Billing Preferences with AdvicePay and Redtail
CRM Having a streamlined billing process is critical to your success as a financial advisor. We know it can get overwhelming to decide between a monthly versus quarterly frequency, or whether to accept ACH versus credit card, and how to even keep track of all this information. However, an efficient billing process will save you both time and money. Come join us to learn best practices around how to bill and billing frequencies, as well as how to manage tracking of client billing preferences.