#181 - Collaborating with a Daily Money Manager to Enhance Client Relationships

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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