AdvicePay Financial Advisor Community Blog

John Bodnar

John Bodnar
As part of the Happiness Hero team, John uses his customer service skills to build connections and summon smiles from our users. Having worked with customers and data for most of his career, he has developed the nearly unheard of combination of people skills and computer nerdiness. His patience (he thanks his dog for this skill) combined with his attention to detail keep him cool, calm, and collected under pressure. When John isn’t helping our users, you can find him skiing, playing tennis, writing music, and spending time with his wife.

Recent Posts

eSignature Best Practices

August 30, 2019 By: John Bodnar

Many advisors can be reluctant to transition to electronic signatures -- nothing is as satisfying as scribbling your signature at the end of a document. However, making the transition to electronic signatures increases your efficiency, streamlines processes, and makes it easier to onboard new clients.

AdvicePay has made the eSigning process streamlined, intuitive, and now the integration is FREE! Powered by HelloSign, our eSignature integration allows you get your client agreement signed and get paid all in one, easy workflow. 

We have compiled our top 5 eSignature tips to help you get started using eSignature in AdvicePay, check them out below. 

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Topics: User Experience