This past month, our team had a blast at our company-wide retreat, spending time bonding through laughter, singing karaoke, volunteering, and oh-so-much more. (Don’t miss the pictures at the end of this blog!)
As a financial advisor, how confident are you that your clients understand and appreciate the complete value of your services? If a question like this makes you nervous, you’re far from alone. According to a recent study, clients ranked the value they...
Topics: Practice Management, Fee-For-Service
It’s no secret that the financial industry has evolved leaps and bounds over the last few decades. We’ve said “so long!” to the days where clients look to financial professionals just to help them pick and choose stocks on their behalf. Nor do people...
Topics: Practice Management, Fee-For-Service
In June our team spent time enjoying the much-anticipated warmer weather (Montana summers are short but glorious!), chatting with amazingly talented people for a brand new development position on our Product team, and working on an efficiency-boosting...
Topics: Release Notes
As a financial advisor, you want to provide your clients with responsive service, proactive communication, and an overall exceptional experience. A critical piece of ensuring that your clients are delighted is knowing both what your clients experience...
Topics: User Experience, Client Relationships
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.
Topics: Compliance, Retainer Model, Practice Management, Fee-For-Service
In the past, I’ve written about incorporating fee-for-service offerings for existing AUM clients as a way to add flexibility to your fee structure and drive revenue. From Quickstart Sessions to 401(k) advice, there are a number of ways you as an...
Topics: Practice Management, Fee-For-Service
Over at AdvicePay, our entire team has been buzzing about the launch of our newest feature: Deliverables!
Topics: Practice Management, Enterprise
Welcome to May’s release notes! This past development cycle, our team continued to make helpful additions to our new Enterprise-level Deliverables feature. Some smaller improvements you may also notice include better client searchability within...
Topics: Release Notes
Trust is a financial advisor’s most valuable asset. Building trust in every step of a client’s journey from the very beginning of the relationship creates a long-lasting and authentic partnership. With an ever-changing financial advisory landscape in...
Topics: Practice Management, Client Relationships