Evaluating Your Billing & Payment Solution: Key Questions to Ask As a Financial Advisor
SEPTEMBER 14, 2023
Selecting the right billing and payment solution for your firm is crucial. Seriously, this decision can make or break your efficiency, client satisfaction, and overall success. So, as you’re going through the process of evaluating different solutions, it’s absolutely paramount to make an informed decision and ask the right questions. You don’t want to risk any inefficiencies, a subpar client experience, or even getting kicked off the platform you’re currently using.