AdvicePay Financial Advisor Community Blog

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...

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...

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...

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...

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.

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,...

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...

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.

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...

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...