Dec 12, 2023
Collaborating with a Daily Money Manager to Enhance Client Relationships
We all have clients that don’t always know where their
money goes each month, who struggle to find important documents
when they need them, who hate opening their mail and paying their
bills, and who stress around tax time trying to get information to
their accountant. As advisors, we love helping our clients plan for
the future, but we often don’t want to get into the weeds of
managing their day-to-day finances. Luckily, there are other people
out there that do!
On this episode of the Wicked Pissah Podcast, host Kathleen Kenealy
speaks with Jeremy Zizmor, founder of Assurance Family Partners, a
firm that provides Daily Money Management services to clients who
don’t have the time or desire to manage their day-to-day financial
matters. We talk about how Jeremy works with his clients to provide
bill pay, mail management and bookkeeping services; how
collaborating with a daily money manager can enhance the services
that planners offer to their clients; as well as questions to ask
if you are considering using a daily money manager to help relieve
the day-to-day money management stress that your clients face.
Learn more: https://assurancefamilypartners.com/
Book time with Jeremy: https://assurancefamilypartners.com/consult
Take the Assessment: https://assurancefamilypartners.com/fpane
Connect with Jeremy: https://www.linkedin.com/in/jeremyzizmor/details/experience/
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