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.
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
“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
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
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
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
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
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 AdvicePay...
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Topics:
Release Notes
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
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 the...
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Topics:
Release Notes
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 getting...
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Topics:
Practice Management,
Fee-For-Service