AdvicePay Financial Advisor Community Blog

Billing Best Practices

April 20, 2020 By: Honor Randall

AdvicePay makes it simple to bill clients, but there are always ways you can enhance the experience for you and your clients. Here are our best practices for common billing decisions. 

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Topics: Practice Management, User Experience

5 Creative Ways to Add Revenue to Your Firm

February 27, 2020 By: Honor Randall

There are many great reasons to adopt a fee-for-service approach and several ways to seamlessly implement it into your business. If you’re currently using an Assets Under Management model, fee-for-service can be a great complement for your existing...

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Topics: Practice Management, User Experience

Success Stories: Valmark Financial Group®

January 24, 2020 By: Honor Randall

For three generations, Valmark Financial Group® has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth transfer and wealth management firms to meet the unique and changing needs of...

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Topics: User Experience, Case Studies

How to be AdvicePay Happy: How Your Clients Update their Payment Method & Resolve Failed Payments

January 23, 2020 By: Erika Madden | Happiness Hero

One thing we are big believers in here at AdvicePay is efficiency. When automation of billing-related tasks isn’t possible, we still want processes to be accomplished quickly and simply -- without any unnecessary steps or undo hassle on your part!With...

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Topics: User Experience

2019 Year In Review

December 20, 2019 By: Mary Moore

We’ve accomplished a lot together in 2019. For our team, it was all about you — our amazing community of advisors. That is why in 2019, we launched almost 100 new features, and we could not have done it without YOU! That’s right, most of our features...

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Topics: Feature Releases, User Experience

Fee Increase Success: Cumbie Advisory Services, Inc.

October 22, 2019 By: Honor Randall

Implementing fee increases can be a considerable challenge for financial advisors. However, since the cost of doing business rises every year, it is important that you also get your clients in the habit of paying an additional percentage each year....

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Topics: Practice Management, User Experience, Case Studies

Behind The Scenes: What Happens When You Report an Issue to AdvicePay?

October 07, 2019 By: Isaac Noda

 

Why do issues happen in the first place?

In the engineering world, we have a parody of the classic “99 Bottles of Beer” song: “99 little bugs in the code, 99 little bugs in the code. Take one down, patch it around, 117 little bugs in the code!”

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Topics: User Experience

eSignature Best Practices

August 30, 2019 By: John Bodnar

Many advisors can be reluctant to transition to electronic signatures -- nothing is as satisfying as scribbling your signature at the end of a document. However, making the transition to electronic signatures increases your efficiency, streamlines...

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Topics: User Experience

Success Stories: Mason & Associates, LLC

August 09, 2019 By: Lucy Robeson, CFP®

Mason & Associates, LLC, has ambitious plans to redefine the financial planning industry, client by client. They are an independent financial planning firm located in Newport News, Virginia. 

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Topics: User Experience, Case Studies

When Will You Get Paid? 5 Q&As About Your Money

May 10, 2019 By: Erika Madden | Happiness Hero

Money, Money, Money, Mon-ney…MonEY!

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Topics: User Experience