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Redtail Technology > News > Integrations > Best Practice Partner Spotlight – AdvicePay on July 20

Best Practice Partner Spotlight – AdvicePay on July 20

Category: Integrations
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Best practice partner spotlight webinar - AdvicePay

ABOUT this webinar
Topic: Best Practice Partner Spotlight – AdvicePay
Description: 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.

Register now for this webinar on July 20 at 11 am Pacific.

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Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.