Be Part of an Industry.
Paying household bills for clients isn't just an ancillary service any more - it's an industry. In recent years, companies and other providers have come under the umbrella of daily money management to perform bill-paying and/or bill management services for clients around the world. Provider types and services vary significantly. There are many choices that can stagger even the most experienced advisor.
FreyerMartin has produced a series of informational sessions and papers that take accountants, financial advisors and attorneys through the maze of daily money management.
How can you benefit?
- Add value to your practice by learning how to help clients select a provider. Recommending an appropriate provider requires knowledge of the options available, and how they apply to a client's situation. You won't ever have to say "I don't know" again.
- Increase your revenue through a partnership or back-office arrangement. Selecting a provider for a partner or back-office relationship can be risky without having a clear understanding of the industry.
- Secure your in-house operations. Providing service in house presents serious risks to everyone if the advisor is not solidly grounded in the industry and its best practices. Keep current on what's important.
The Advisor Programs share insights generated from years of firsthand experience. FreyerMartin founder Carla Morelli and her firm have provided daily money management services to clients for over five years. The company is a recognized leader in service, innovation and value.
Topics Include:
Understanding Daily Money Management Today: an overview of the industry and its governing body.
Helping Clients Select a Daily Money Manager: a comprehensive guide to the types of service available, and a review of what is important when considering a provider.
Ensuring a Great Bill-Pay Experience: critical information for ensuring the client experience is safe and productive.
How to Leverage a Daily Money Manager: an insightful review of how accountants, financial planners and attorneys can use a client's daily money manager to better serve them.
Refer, Partner or Back-Office? Deciding How to Offer Bill Paying: a guide to determining how to move forward in this growing market.
Serving Bill-Pay Clients In House: information that helps advisors who offer bill-paying or bill-management services stay current in the industry.
These engaging programs can be presented individually or in a series, and are tailored to meet the specific needs of each audience. Sessions are led by Carla Morelli, a seasoned professional and national board member of the American Association of Daily Money Managers.
Private consultations are also available. Contact us to learn more.