Benefits of a 360° View - May 20 - 2pm ET

For RIAs and multi-family offices serving HNW and UHNW families, bill pay can be a powerful way to deepen client relationships—but delivering it well requires more than good intentions. It takes the right operational foundation, thoughtful implementation, and a service model that can scale without losing the high-touch experience clients expect.

In this session, April Rudin, CEO of The Rudin Group, will share her perspective on how bill pay helps firms drive client loyalty and differentiation. She’ll join Scott Davis, Wealth Advisor at AdvicePeriod and Cristine Remington, Accounts Payable Manager at AdvicePeriod, to explore how AdvicePeriod introduced bill pay, positioned it with clients, and executed it operationally to support 60 ultra-high-net-worth families with scalability and efficiency.

Please fill in your details below and you will be sent a calendar invite with a link to join the webinar on May 20, at 2pm ET.

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