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

Communicating the Value of Financial Planning to Clients

October 24, 2018 By: Lucy Robeson, CFP®

Growing up, I was told my grandfather was a financial planner. He had a thousand clients and hit a home run - or was it a grand slam? - with some Chinese stock. Or so the legend goes.

I was also taught about how much my grandfather cared for people -...

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Topics: Practice Management

How often should I bill my clients?

October 08, 2018 By: Lucy Robeson, CFP®

At AdvicePay, we are asked this question often, and it’s an important one to consider. Charging a fee “too frequently” can make clients feel nickel-and-dimed, and may stress the relationship if the client feels they’re being charged more often than...

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Topics: Practice Management