AdvicePay Financial Advisor Community Blog

Best of the AdvicePay Blog 2022

January 06, 2023 By: Kaitlyn Reiman

I think we can all agree that 2022 was a huge year for fee-for-service financial planning! In fact, a recent Cerulli report estimated the percentage of clients receiving financial planning services will increase from 75% in 2022 to 83% in 2023.

As we...

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Topics: Marketing, Practice Management, Fee-For-Service, Sales

Best Of the AdvicePay Blog 2021

January 06, 2022 By: Shannon Beck

It’s hard to believe that we are waving goodbye to 2021 and entering a new year! As a final send-off, we’ve compiled our top 10 most-read blogs of 2021. It’s a great way to reflect on the year, and also gives you a chance to peruse any articles you may...

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Topics: Marketing, Practice Management, Fee-For-Service, Sales

5 Common Sales Mistakes to Avoid as a Financial Advisor

April 23, 2021 By: Isabelle McGrail

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...

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Topics: Practice Management, Client Relationships, Sales

How to Sell Yourself as a Financial Advisor: Tips From a Sales Expert

March 16, 2021 By: Isabelle McGrail

Are you looking to revamp your sales tactics? Is it time to revisit how you present yourself and your services to prospective clients? Keep reading to check out some helpful tips so you can make sure you’re selling yourself with confidence, ease, and...

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Topics: Practice Management, Sales