AdvicePay Financial Advisor Community Blog

March 2020 Release Notes

April 08, 2020 By: Erika Madden | Happiness Hero

Before we jump in to cover everything new in AdvicePay, we want to be sure to take a moment to acknowledge the COVID-19 situation. The AdvicePay team is able to work remotely during this time, which allows us to prioritize our health and safety while...

Read More

Topics: Release Notes

Presenting a Financial Plan Virtually

April 03, 2020 By: Honor Randall

As working from home becomes the new norm and social distancing recommendations are being extended further out, it’s a great time to prepare yourself to present financial plans virtually. Meeting via web-conferencing software, especially if it’s not...

Read More

Topics: Practice Management

How to Work from Home: Tips from the AdvicePay Team

March 20, 2020 By: AdvicePay

Many professionals around the globe are working from home to prevent the spread of the novel coronavirus (COVID-19). In the era of social distancing, working from home can feel lonely and overwhelming. For many, it is a big adjustment, and developing...

Read More

Topics: Practice Management, AdvicePay Culture

Communicating with Clients During Rocky Times

March 16, 2020 By: Honor Randall

During rocky times, advisors may feel the worry of their whole client base. The silver lining in a stressful situation is that your value as a financial planner can be showcased. You have an opportunity to listen, communicate, and guide clients...

Read More

Topics: Practice Management

February 2020 Release Notes

March 12, 2020 By: Erika Madden | Happiness Hero

We started our spring cleaning early this year! This past month we focused our efforts on squashing bugs and adding some often requested features to our eSignature integration.

Read More

Topics: Release Notes

AdvicePay Team Member Spotlight: Cassie Jackson

March 10, 2020 By: AdvicePay

The AdvicePay company culture is fueled by our team members. We pride ourselves in having a fun, innovative, and engaging team that loves showing up every day to get the "job" done. 

For this month's team member spotlight, we talked to Cassie Jackson,...

Read More

Topics: AdvicePay Culture

5 Creative Ways to Add Revenue to Your Firm

February 27, 2020 By: Honor Randall

There are many great reasons to adopt a fee-for-service approach and several ways to seamlessly implement it into your business. If you’re currently using an Assets Under Management model, fee-for-service can be a great complement for your existing...

Read More

Topics: Practice Management, User Experience

January 2020 Release Notes

February 06, 2020 By: Erika Madden | Happiness Hero

In celebration of the new year, we checked off some resolutions that are sure to increase your efficiency -- like adding custom disclosure language to emails. Check out our release notes below to get an overview of everything that is new in AdvicePay.

Read More

Topics: Release Notes

Team Member Spotlight: Aaron Lindstrom

January 29, 2020 By: AdvicePay

The AdvicePay company culture is fueled by our team members. We pride ourselves in having a fun, innovative, and engaging team that loves showing up every day to get the "job" done. 

For this month's team member spotlight, we talked to Aaron...

Read More

Topics: AdvicePay Culture

Success Stories: Valmark Financial Group®

January 24, 2020 By: Honor Randall

For three generations, Valmark Financial Group® has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth transfer and wealth management firms to meet the unique and changing needs of...

Read More

Topics: User Experience, Case Studies