AdvicePay Financial Advisor Community Blog

Are you ready to introduce AdvicePay to your clients? We’d love to help with the transition!

As you are getting prepared to onboard with a new client, you likely have every note in order and all paperwork expertly prepared. (After all, processes and preparedness make all the difference in communicating professionalism to your clients!)

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...

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...

As a financial advisor, selling yourself is a considerable portion of your job. While selling yourself can sometimes feel daunting and involve continual shifts in strategy, you can expedite your journey to perfecting your sales approach by identifying...

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.

While younger generations have become the face of fee-for-service clients, they aren’t the only folks who can benefit from this unique model. Advisors are having great success in working with various clients of all ages, financial situations, and...

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....