AdvicePay Financial Advisor Community Blog

AdvicePay may make it easy for your clients to make automatic recurring payments, but you’ll still need to decide what frequency -- monthly, quarterly, or semi-annual -- works best for you and your clients. While it’s certainly important to take your...

Imagine this: a new prospect reaches out to you after their parents pass away. They need massive guidance to make big financial decisions about the forthcoming addition to their nest egg. They’re likely stressed, uneager to share details of their...

AdvicePay makes it simple to bill clients, but there are always ways you can enhance the experience for you and your clients. Here are our best practices for common billing decisions. 

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...

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...

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...

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...

Above all else, my passion in life is efficiency. I go out of my way to memorize keyboard shortcuts and I’ve been using the same color coding system since middle school. That being said, I know it’s natural to feel like taking time to master the small...

Implementing fee increases can be a considerable challenge for financial advisors. However, since the cost of doing business rises every year, it is important that you also get your clients in the habit of paying an additional percentage each year....

As the end of the year approaches, it may be time to consider adjusting your rate, even if it’s just a small increase for your clients. Maybe you’re ready to add new planning tools to your firm, or maybe you’ve grown drastically and now it’s time to...