Creating Stickiness with High-Net-Worth Clients

Building strong client-advisor relationships is the key to achieving the “sticky factor” with high-net-worth clients. Adding bill pay services is a proven way to increase stickiness with this group because it offers a valuable, highly sought-after service. Bill pay services provide meaningful interactions and frequent touch points that enable you to become more embedded with clients. 

Download this report to discover how to retain existing clients over the long term while also safeguarding against your competition. You will learn how to:

  • Offer highly responsive communication
  • Eliminate friction
  • Offer consistency
  • Achieve trustworthiness and transparency


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