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

Building a Repeatable Client Onboarding Process

November 02, 2021 By: Lana Dalton

As you are starting to get your financial planning practice up and running, creating consistent workflows for business processes will be one of your top priorities. 

When your business starts to grow and you add more staff and advisors, the number of...

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Topics: Fee-For-Service, Client Relationships

How to Retain Generational Wealth Through Fee-for-Service Offerings

September 30, 2021 By: Lana Dalton

“Generational wealth.” If the term seems familiar, it’s no surprise! This buzzword has taken over headlines within the financial space in recent months, and it shows no signs of fading. But what exactly does it mean, and why is it worth your attention?

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Topics: Fee-For-Service

6 Questions to Address with Your Billing & Payment Solution as a Financial Advisor

August 23, 2021 By: Lana Dalton

When starting out as a financial planning professional, getting paid is unquestionably one of the top priorities when establishing your business. It is key to properly vet solutions that allow you to send out invoices seamlessly, allow your clients to...

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Topics: Compliance, Practice Management, Fee-For-Service

How to Confidently Communicate the Value for the Fee That You Charge

August 12, 2021 By: Lana Dalton

As you are getting prepared to onboard with a new client, you likely have every note in order and all paperwork expertly prepared. (After all, processes and preparedness make all the difference in communicating professionalism to your clients!)

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Topics: Practice Management, Client Relationships

Building a Client Services Calendar

July 27, 2021 By: Lana Dalton

As a financial advisor, how confident are you that your clients understand and appreciate the complete value of your services? If a question like this makes you nervous, you’re far from alone. According to a recent study, clients ranked the value they...

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Topics: Practice Management, Fee-For-Service

June 2021 Release Notes

July 07, 2021 By: Lana Dalton

In June our team spent time enjoying the much-anticipated warmer weather (Montana summers are short but glorious!), chatting with amazingly talented people for a brand new development position on our Product team, and working on an efficiency-boosting...

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Topics: Release Notes

May 2021 Release Notes

June 02, 2021 By: Lana Dalton

Welcome to May’s release notes! This past development cycle, our team continued to make helpful additions to our new Enterprise-level Deliverables feature. Some smaller improvements you may also notice include better client searchability within...

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Topics: Release Notes

Building Trust as a Financial Advisor

May 28, 2021 By: Lana Dalton

Trust is a financial advisor’s most valuable asset. Building trust in every step of a client’s journey from the very beginning of the relationship creates a long-lasting and authentic partnership. With an ever-changing financial advisory landscape in...

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Topics: Practice Management, Client Relationships

How Often Should I Bill My Clients?

May 18, 2021 By: Lana Dalton

Here at AdvicePay, we genuinely believe in the fee-for-service planning model and how it can successfully grow and scale your business. More and more, we are seeing that clients want advisors to justify their fees and provide more value than just...

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Topics: Practice Management, Fee-For-Service

April 2021 Release Notes

May 04, 2021 By: Lana Dalton

April showers bring...Salesforce additions, Deliverable for Enterprise, and a multitude of other feature enhancements! That’s how it goes, right? 

Check out our full roundup of everything new in AdvicePay and get a sneak peek at what is just around...

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Topics: Release Notes