Bill Pay and The Evolution of Automation in Financial Advising | Matt Reiner | RIA Growth

Within the Automation Evolution?
Let's take a look at a quick case study: Bill Pay.
Can you remember what we used to do before Bill Pay was offered through banks? Writing a check and dropping it in the mail was such as an easier process. Then Bill Pay came along and cut out the need to mail and address bills. At first, Bill Pay seemed like a more difficult option because it required us to set up accounts, but over time we adapted.

Just like Bill Pay, as financial advisors, we need to adapt.

==========================================================
Get tips and tools on how to grow a successful, technology-focused Financial Planning firm.

DOWNLOAD YOUR FREE COPY OF THE FUTURE ADVISOR:

Want more news on how Matt bridges the gap between finance & technology, find more on the blog.

You can follow Matt on:
Twitter:
LinkedIn:

Matt Reiner's New Book – Ready to be Rich

Matt Reiner is an author, CEO and co-founder of financial technology firm Benjamin, and a Managing Partner at Capital Investment Advisors in Sandy Springs, Georgia. He hosts the Bridging the Gap podcast and Roundtables.

Related Posts

Leave a Reply

Your email address will not be published. Required fields are marked *