JFS Wealth Advisors Adds More Client Value, Creates Efficiency, and Continues Compliance with Bill.com

Laura Blaire, COO, CCO and Managing Partner of JFS Wealth Advisors, explains how Bill.com helped cut 70% of time in a critical process, while simultaneously adding more value and remaining in compliance with Registered Investment Advisor (RIA) regulations.

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Creating Stickiness with High Net Worth Clients
Creating Stickiness with High Net Worth Clients