AdvicePay Financial Advisor Community Blog

Lana Dalton

Lana Dalton
Lana is a Happiness Champion (aka Relationship Manager) at AdvicePay and loves helping enterprise users implement and optimize the AdvicePay platform. After graduating from the University of Washington in Seattle, Lana spent the past three years working in the tech industry, helping organizations implement software, create training content, and establish onboarding processes. When she’s not helping our enterprise users, you can find Lana trail running, backcountry skiing, and cooking different types of cuisine.

Recent Posts

How to Charge for Fee-For-Service Financial Planning

April 14, 2021 By: Lana Dalton

Are you considering switching or adding fee-for-service planning to your practice? Or have you recently transitioned to become fee-only? The freedom to set your upfront and recurring fees is a huge benefit but can also be daunting if you are just...

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Topics: Practice Management, Fee-For-Service

March 2021 Release Notes

April 05, 2021 By: Lana Dalton

In this month’s release notes, we are bringing you an exciting update: you can now export your client list with your client’s information and attributes. Read more about this and other AdvicePay improvements in our release notes below (plus, if you...

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Topics: Release Notes

Reasons Why the Fee-For-Service Model Will Help You Grow Your Business

March 25, 2021 By: Lana Dalton

As the financial planning industry is continuously evolving, which has been amplified in response to the pandemic and a rapidly growing number of clients in the X and Y generations, the monthly retainer model has become the preferred fee structure for...

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Topics: Practice Management, Fee-For-Service

Are You Using the Technology You Need to Succeed As a Financial Advisor?

March 11, 2021 By: Lana Dalton

With 2020 finally behind us, we can’t ignore the fact that we experienced a transformative era in the rise of technology. We saw many aspects of business, meetings, and transactions all come online and in a virtual format. It gave most workplaces an...

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Topics: Practice Management

February 2021 Release Notes

March 03, 2021 By: Lana Dalton

Here at AdvicePay, we are all about making your processes more efficient! That is why this past month, we released a new integration with Salesforce/XLR8. This integration will help your firm operate more efficiently, allowing you to centralize...

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Topics: Release Notes

Step-by-Step Guidance on Implementing AdvicePay in the New Year

February 10, 2021 By: Lana Dalton

Is your practice ready to stretch beyond the AUM model and start growing through fee-for-service offerings? AdvicePay is here to help advisors grow their businesses in 2021 and beyond. 

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Topics: Practice Management, User Experience, Fee-For-Service

January 2021 Release Notes

February 03, 2021 By: Lana Dalton

Welcome to the first release notes of 2021! This past month we expanded our eSignature functionality by adding one of your most often requested features -- an integration with DocuSign.

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Topics: Release Notes

2021 Financial Advisor Trends and How AdvicePay Can Help

January 20, 2021 By: Lana Dalton

It’s no surprise that the future of wealth management and financial advising is starting to evolve -- and we are going to begin to see these changes in the next few years. Although 2020 was a challenging year, to say the least, we saw accelerated...

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Topics: Practice Management, Fee-For-Service

How to Charge for What You're Giving Away for Free

December 17, 2020 By: Lana Dalton

Are you charging your clients for financial planning? Or do you solely rely on the sale of products and working with clients through AUM? For most of its history, "getting paid" for financial planning has really been about giving away financial...

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Topics: Practice Management, Fee-For-Service