RIAs have a billing problem. Mainly because the process has always been manual and prone to errors. Enter Smart Kx – the only software system designed specifically to help financial advisors dynamically and accurately manage client contracts and fee billing.  In this episode, Shannon Rosic, director of WealthStack Content and Solutions, speaks with Lacey Shrum, … <a class="btn btn-default" href="https://wealth-stack.blubrry.net/2023/07/07/the-wealthstack-podcast-fixing-the-ria-fee-billing-conundrum-with-lacey-shrum/"> Read More Read More</a>

RIAs have a billing problem. Mainly because the process has always been manual and prone to errors. Enter Smart Kx – the only software system designed specifically to help financial advisors dynamically and accurately manage client contracts and fee billing. In this episode, Shannon Rosic, director of WealthStack Content and Solutions, speaks with Lacey Shrum, … Read More Read More

RIAs have a billing problem. Mainly because the process has always been manual and prone to errors. Enter Smart Kx – the only software system designed specifically to help financial advisors dynamically and accurately manage client contracts and fee billing.&nbsp; In this episode, Shannon Rosic, director of WealthStack Content and Solutions, speaks with Lacey Shrum, … <a href="https://wealth-stack.blubrry.net/2023/07/07/the-wealthstack-podcast-fixing-the-ria-fee-billing-conundrum-with-lacey-shrum/" rel="noopener noreferrer"> Read More Read More</a>

The WealthStack Podcast: Fixing the RIA Fee Billing Conundrum with Lacey Shrum

The WealthStack podcast is the only podcast that specifically provides financial advisors with targeted discussions that focus on innovations and developments WealthTech. Each episode of the WealthStack podcast is a deep-dive with a WealthTech or wealth management industry thought leader and is designed to help financial advisors understand how they can accelerate the growth of their businesses, deliver an elite digital client experience and improve productivity and profitability. The WealthStack podcast will focus on how WealthTech is reshaping the financial advice industry – and ultimately the delivery of financial advice.

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The WealthStack Podcast: Fixing the RIA Fee Billing Conundrum with Lacey Shrum

The WealthStack Podcast: Fixing the RIA Fee Billing Conundrum with Lacey Shrum

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