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.
Lucy Robeson, CFP®
Recent Posts
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.
Topics: Practice Management
When to Speed Up and When to Slow Down: 10 Ways AdvicePay Makes Life Easier for You and Your Clients
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.
Topics: Practice Management
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...
Topics: Practice Management
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...
Topics: Practice Management, User Experience
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!
Topics: Feature Releases, User Experience
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...
Topics: Practice Management, User Experience
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...
Topics: Practice Management
I recently attended an NRS Compliance Conference in California and, as we like to do at AdvicePay, we brought some pretty cool t-shirts to give away. While I expected the “all you need is love and a good financial planner” t-shirt to be a popular choice,...
Topics: Compliance