AdvicePay Financial Advisor Community Blog

Free Tools to Step Up Your Marketing Game

November 23, 2020 By: Shannon Beck

If you are a financial advisor hoping to grow your business, it is imperative that you have a marketing plan in place. The value of effective marketing is irreplaceable -- it helps you cultivate your client base, maintain your brand, and grow your...

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Topics: Marketing, Practice Management

Five Things Financial Advisors Can Do To Improve Their Website Performance

November 13, 2020 By: Lena Haines

Your website is probably the most essential tool you have when converting prospects or retaining existing clients. It should be a place that clearly explains the services you provided while also offering value. The keyword there is value. I will give...

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Topics: Marketing

Who is the Fee-For-Service Client? (And Why You Want Them at Your Practice)

November 06, 2020 By: Honor Randall

While younger generations have become the face of fee-for-service clients, they aren’t the only folks who can benefit from this unique model. Advisors are having great success in working with various clients of all ages, financial situations, and...

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Topics: Practice Management, Fee-For-Service, Client Relationships

October 2020 Release Notes

November 04, 2020 By: Erika Madden | Happiness Hero

It's a new month, which means we have another round of product updates and bug fixes for you! In addition to a new integration for our Enterprise users, we also added the ability for you select multiple descriptions of services on a single invoice or...

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Topics: Release Notes

Maintaining Your Client Relationships

October 29, 2020 By: Ashley Rumschlag

As a financial advisor, it is always important for you to build strong relationships with your clients. Clients value the relationship they have with you when times are stable, but even more so when they are navigating challenging, uncharted waters....

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Topics: Practice Management, Client Relationships

Conveying the Value of Financial Planning to Prospects

October 15, 2020 By: Honor Randall

In our modern world, financial planning clients are drawn more and more to transparency. With the advent of the virtual firm, you’re no longer competing with advisors in just your geographical area, but an array of financial planners across the...

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Topics: Practice Management

How to Market Yourself Virtually as a Financial Advisor

October 07, 2020 By: Shannon Beck

It is no secret that 2020 has pushed many advisors into going virtual. It is also no secret that people need financial advice now more than ever. So, as a financial advisor, how do you sell and market yourself to prospective clients virtually? Check...

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Topics: Marketing, Practice Management

September 2020 Release Notes

October 02, 2020 By: Erika Madden | Happiness Hero

In addition to several bug fixes, this past month we expanded the abilities of our existing advance/arrears date range setting. We also added a security pin feature for signing documents and have been preparing for a few exciting releases in October...

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Topics: Release Notes

How 3 Firms Successfully Structure their Pricing

September 25, 2020 By: Honor Randall

There are endless ways to calculate your fees when operating under the fee-for-service model. While no single approach is the solution for every firm, trends in payment calculations have begun to appear among financial planners. If you're still trying...

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Topics: Practice Management, Fee-For-Service

Excelling with a Virtual Financial Practice

September 14, 2020 By: Honor Randall

Although many financial planners have converted to “virtual practices” in the past few years, the global pandemic has certainly pushed many more into this business model practically overnight. As more companies continue to postpone office openings,...

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Topics: Practice Management