OUTSOURCED CASHFLOW SERVICE
DRIVES CLIENT SUCCESS
Introducing Client Cash Flow Management
without the headaches
Bill Butler provides Advisors & their Clients an Outsourced Cashflow Service. Now you can outsource the day-to-day administration and scale your practice’s cashflow management service, including:
Budget set up
Bill, Savings & Investment Payments
Debt Reduction discipline
Transaction data management
Tracking to plan
Advisor alerts and reporting
Did you know?
After 18 months using a cashflow management service clients are motivated to find 35% in savings, up to $20,000 p.a for the average Financial Planning client.
That is strategy opportunity for the Savvy Advisor.
Increase your client value proposition
Bill Butler makes proactive engagement possible with Advisor notifications of milestones and alerts for insurance, investment or strategy update opportunities.
Accelerate client’s financial progress enhancing advice value
With Bill Butler’s regular money and accountability coaching, clients are engaged and more likely to track to plan. Monthly reporting & hands-on feedback accelerates client achievements providing investment & strategy advice opportunity for Advisors.
Up-to-date client financial position at your fingertips
Via our client/advisor portal, enhancing your compliance with FoFA provisions