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

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