AdvicePay Financial Advisor Community Blog

Shannon Beck

Shannon Beck
In her role, Shannon oversees all aspects of AdvicePay’s marketing and brand communications. Her experience in marketing for continuing education and tech companies means that she’s both a learner and a teacher through her work. When she’s not using her creative skills to help folks learn about AdvicePay and how to get the most out of it, you can find her kayaking, camping, and trying out new recipes with her husband. Born in Baltimore, she’s still an avid Raven’s fan, cheering from Montana.
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Recent Posts

Webinar Replay: A Conversation with Michael Kitces & Bill Bachrach

November 18, 2021 By: Shannon Beck

Earlier this month, we had the opportunity to sit down with industry experts Michael Kitces and Bill Bachrach for a conversation all about fee-for-service.

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Topics: Practice Management, Fee-For-Service, Client Relationships

Standout Quotes From our Webinar,"Scaling Financial Planning Into a Revenue Center for Your Enterprise"

June 24, 2021 By: Shannon Beck

The financial planning business model is swiftly evolving. Gone are the days of when it was a time-consuming and complex loss-leader! In 2021 it is now being powered by advanced technology to become a highly lucrative fee-based revenue stream.

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Topics: Compliance, Retainer Model, Practice Management, Fee-For-Service

Our Top 10 Blogs of 2020

January 14, 2021 By: Shannon Beck

In 2020, we covered a lot on our blog —fee-for-service tactics, marketing strategies, virtual work tips, pricing strategies, and more!As we jump into a new year, let's review our top 10 most-read blog posts of 2020.

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Topics: Marketing, Practice Management, Fee-For-Service, Client Relationships

Free Tools to Step Up Your Marketing Game

November 23, 2020 By: Shannon Beck

If you are a financial advisor hoping to grow your business, it is imperative that you have a marketing plan in place. The value of effective marketing is irreplaceable -- it helps you cultivate your client base, maintain your brand, and grow your...

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Topics: Marketing, Practice Management

How to Market Yourself Virtually as a Financial Advisor

October 07, 2020 By: Shannon Beck

It is no secret that 2020 has pushed many advisors into going virtual. It is also no secret that people need financial advice now more than ever. So, as a financial advisor, how do you sell and market yourself to prospective clients virtually? Check...

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Topics: Marketing, Practice Management

AdvicePay Success Stories: Integrated Wealthcare

August 20, 2020 By: Shannon Beck

Integrated WealthCare is a multi-specialty wealth management firm, serving the unique needs of physicians and medical professionals. They have over fifteen years of experience guiding physicians in the development of personal financial success,...

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Topics: User Experience, Case Studies

Success Stories: Chad Chubb, CFP®, CSLP®, WealthKeel LLC

July 21, 2020 By: Shannon Beck

Chad Chubb is a Certified Financial Planner™, Certified Student Loan Professional™, and the founder of WealthKeel and lead advisor.

He’s passionate about working with physicians and their families to create financial plans that take complex...

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Topics: Case Studies

Success Stories: Kaleb Paddock, CFP®, Ten Talents Financial Planning, LLC

June 25, 2020 By: Shannon Beck

Kaleb Paddock, CFP®, is the Founder of Ten Talents Financial Planning. Founded in August 2018 in Parker, Colorado, Ten Talents Financial Planning is rooted deep in bringing confidence and clarity to their clients' financial situation. As a fiduciary...

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Topics: Case Studies

Overnight Innovation: Ship-It Day

October 09, 2019 By: Shannon Beck

 

At AdvicePay, we are always looking for new ways to challenge ourselves and improve our current processes. One way we accomplish this is by hosting a "Ship-It Day" twice a year. 

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Topics: AdvicePay Culture