AdvicePay Financial Advisor Community Blog

As a financial advisor, it is always important for you to build strong relationships with your clients. Clients value the relationship they have with you when times are stable, but even more so when they are navigating challenging, uncharted waters....

In our modern world, financial planning clients are drawn more and more to transparency. With the advent of the virtual firm, you’re no longer competing with advisors in just your geographical area, but an array of financial planners across the...

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...

In addition to several bug fixes, this past month we expanded the abilities of our existing advance/arrears date range setting. We also added a security pin feature for signing documents and have been preparing for a few exciting releases in October...

There are endless ways to calculate your fees when operating under the fee-for-service model. While no single approach is the solution for every firm, trends in payment calculations have begun to appear among financial planners. If you're still trying...

Although many financial planners have converted to “virtual practices” in the past few years, the global pandemic has certainly pushed many more into this business model practically overnight. As more companies continue to postpone office openings,...

This past development cycle, we continued to make improvements to our native eSignature integration, improved our ADA accessibility, removed our invoice download limit, and crossed off some other updates and bug fixes on our list. 

Check out our...

My feelings concerning working from home are about 50% FOR working from home, and 50% longing to be back in the office. I miss the days of routine, getting into "work mode" when stepping into the office, putting on real pants that include buttons, and...

It's been an odd year for everyone, but I know I'm stating the obvious here. For me, this has meant missing out on one of my most significant (and most enjoyable) responsibilities: attending industry conferences and chatting with folks about how...

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,...