AdvicePay Financial Advisor Community Blog

2022 AdvicePay Year in Review

January 25, 2023 By Mary Moore
Mary Moore

For financial advisors like you, 2022 was a big year. From working with next-gen clients and producing more revenue to transforming how financial advice is delivered to your clients, you have done fantastic work this past year!

Before we get too far into the New Year, it's important to take a moment and celebrate all of your accomplishments from 2022! 

Click the play button below to listen. 



Discover all the latest trends in the 2023 Fee-for-Service Industry Trend Report

Discover the latest trends in the fee-for-service financial planning industry from 2022, and what to pay attention to in 2023 with data collected from leading advisors and firms across the country. Sign up to be the first to gain access to the report once it becomes available. 



Posted by Mary Moore

Mary leads the ongoing product development of AdvicePay. Since she holds a degree in Financial Planning from the University of Illinois, grew up on a farm, claims to have an inner Pioneer Woman, and now is a passionate remodeler of her 1910’s craftsman house, Mary is pretty much the perfect person to make everything-AdvicePay better. When she’s not changing the world through billing and payment solutions, Mary can be found at her favorite PureBarre class or sipping drinks in a local spot, dreaming of her one-day vacation to Bora Bora.

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