AdvicePay Financial Advisor Community Blog

Lucy Robeson, CFP®

Lucy Robeson, CFP®
Lucy uses her leadership skills to guide the AdvicePay team, while implementing the company vision, mission, and long-term goals. She is a CERTIFIED FINANCIAL PLANNER™ professional and has extensive experience in comprehensive financial planning, directing firm operations, and (unrelated) swimming with bull sharks while living in Fiji. Lucy is passionate about promoting the fee-for-service business model and helping financial planners understand how and why to adopt it into their businesses. When she’s not working, you can find Lucy on the tennis court, hiking in the mountains, and cheering on the Virginia Tech Hokies.

Recent Posts

Success Stories: Mason & Associates, LLC

August 09, 2019 By: Lucy Robeson, CFP®

Mason & Associates, LLC, has ambitious plans to redefine the financial planning industry, client by client. They are an independent financial planning firm located in Newport News, Virginia. 

Read More

Topics: User Experience

The "Why" Behind AdvicePay's Fee Calculator

July 30, 2019 By: Lucy Robeson, CFP®

The financial services industry has seen changes over time in how advisors get paid, moving from commissions to assets under management (AUM) to the recent shift toward fee-for-service.

Read More

Topics: Practice Management

When to Speed Up and When to Slow Down: 10 Ways AdvicePay Makes Life Easier for You and Your Clients

June 13, 2019 By: Lucy Robeson, CFP®

Efficiency matters, both to you and your clients. Knowing when to maximize efficiency and when to slow down is important in doing your best work, in all aspects of life.

Read More

Topics: Practice Management

Who Can You Best Serve Under the Fee-For-Service Model?

April 22, 2019 By: Lucy Robeson, CFP®

If you’ve decided to enhance your business by adding the fee-for-service model to your financial advisory firm, congratulations! You are staying up-to-date with the latest industry trends and are taking the initiative to explore new frontiers, which will allow you to serve clients you can’t today under your current fee structure.

Read More

Topics: Practice Management

How Electronic Signatures Can Improve Your Efficiency (Even More Than You Might Think)

March 28, 2019 By: Lucy Robeson, CFP®

Many advisors have already adopted electronic document signature tools for their practice to some degree, and this has been a huge win for accuracy and convenience when it comes to processing agreements. Chasing paper agreements (and paper checks) can become a huge hassle for you and for your clients.

The truth is, there are good reasons why some haven't been able to make the switch to electronic signature yet (including system interoperability issues and more), but I'd like to tell you why -- and how -- you can adopt electronic signatures starting today, if you use AdvicePay.

Back in November, we rolled out our eSignature integration, and we continue to expand our eSignature functionality. But before we take a look at all of the feature details, let's talk about why eSignature could be the best $15 you spend all month when it comes to being more efficient and providing a great client experience.

Read More

Topics: Practice Management, User Experience

10 Operations Tips You Can Start to Implement Right Now

March 15, 2019 By: Lucy Robeson, CFP®

Improving Your Business Through Operations

Read More

Topics: Practice Management

How to Get the Most Out of AdvicePay’s New Accounting Software Integration

February 13, 2019 By: Lucy Robeson, CFP®

We recently announced our new accounting software integration, via the Business Importer (B-Importer) tool. This has been our most requested feature, and we’re very excited it’s here!

Read More

Topics: Feature Releases, User Experience

Does My Client Have to Approve Their Ongoing Payment Each Time?

January 30, 2019 By: Lucy Robeson, CFP®

AdvicePay Lets You Charge on a Subscription Basis

One of the major advantages of AdvicePay is its subscription payment functionality. In fact, AdvicePay was created, designed, and built specifically to provide financial planners with a compliant billing option when utilizing the fee-for-service model.

Read More

Topics: Practice Management, User Experience

What's Your Whoop-De-Do Level?

December 12, 2018 By: Lucy Robeson, CFP®


What's your Whoop-de-do level This season?

It’s the holiday season, and there’s a holiday song I’ve never quite understood. As with most holiday songs, there are a lot of versions, but I’m going with the medley of “Happy Holiday” and “The Holiday Season” as popularized by Andy Williams. And here’s the line that really gets me:

“It's the holiday season, so whoop-de-do...”

First of all, who says “whoop-de-do”? Second of all, what sort of enthusiasm is that for the most wonderful time of year* (also known as Mariah Carey’s holiday)? This expression feels like a well-intended effort toward genuine holiday excitement that just gets lost for words.

Between work and extra time with family and friends -- all wonderful, but time is the operative word here -- this season can become exhausting to the point of mere whoop-de-do levels of excitement. Managing ourselves well -- our greatest business asset -- becomes even more important during this busy time of year.

Read More

Topics: Practice Management

5 Ways Financial Planners Can Avoid Making Early Mistakes

November 30, 2018 By: Lucy Robeson, CFP®

5 Ways Financial Planners Can Avoid Making Early Mistakes

When starting a financial planning firm, advisors often fall into traps around:

  • Who they work with;
  • How they work;
  • And the systems and processes they implement.

 

The five mistakes listed below provide examples for how these common traps play out, and offer solutions for how to avoid them.

Read More

Topics: Practice Management