AdvicePay Financial Advisor Community Blog

Maintaining Your Client Relationships

October 29, 2020 By: Ashley Rumschlag

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....

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Topics: Practice Management, Client Relationships

Conveying the Value of Financial Planning to Prospects

October 15, 2020 By: Honor Randall

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...

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Topics: 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

September 2020 Release Notes

October 02, 2020 By: Erika Madden

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...

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Topics: Release Notes

How 3 Firms Successfully Structure their Pricing

September 25, 2020 By: Honor Randall

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...

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Topics: Practice Management, Fee-For-Service

Excelling with a Virtual Financial Practice

September 14, 2020 By: Honor Randall

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,...

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Topics: Practice Management

August 2020 Release Notes

September 09, 2020 By: Erika Madden

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...

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Topics: Release Notes

Quick Tips for Selling, Working, and Staying Sane at Home

August 31, 2020 By: Lena Haines

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...

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Topics: Marketing, Practice Management, AdvicePay Culture

The Virtual Conference Experience: LPL Focus 2020

August 27, 2020 By: Honor Randall

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...

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Topics: 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