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. Plus, it is a lot easier on your clients to accept an annual increase of 3%, rather than a 15% increase five years down the road. 

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!”

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 processes, and makes it easier to onboard new clients.

AdvicePay has made the eSigning process streamlined, intuitive, and now the integration is FREE! Powered by HelloSign, our eSignature integration allows you get your client agreement signed and get paid all in one, easy workflow. 

We have compiled our top 5 eSignature tips to help you get started using eSignature in AdvicePay, check them out below. 

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. 

Money, Money, Money, Mon-ney…MonEY!

Many financial advisors have successfully adopted using digital signature functionality with their clients, others have never even considered it, and some have simply tried it and given up. Using digital signature has become a huge time-saving piece of technology for many financial advisors and a great convenience for their clients. Yet, it can be a challenge and intimidating to adopt the technology into your firm.

Erika here again, your AdvicePay Happiness Hero. Today, I am here to talk to you about our eSignature integration. 

Many advisors have already adopted electronic document signature tools for their practice to some degree, and this has been a huge win for accuracy and convenience when it comes to processing agreements. Chasing paper agreements (and paper checks) can become a huge hassle for you and for your clients.

The truth is, there are good reasons why some haven't been able to make the switch to electronic signature yet (including system interoperability issues and more), but I'd like to tell you why -- and how -- you can adopt electronic signatures starting today, if you use AdvicePay.

Back in November, we rolled out our eSignature integration, and we continue to expand our eSignature functionality. But before we take a look at all of the feature details, let's talk about why eSignature could be the best $15 you spend all month when it comes to being more efficient and providing a great client experience.

Hi there! Erika here, your AdvicePay Happiness Hero. I’m coming to you today to alleviate your very next non-burrito-related episode of heartburn due to...overdue invoices!

We recently announced our new accounting software integration, via the Business Importer (B-Importer) tool. This has been our most requested feature, and we’re very excited it’s here!