Imagine a world where financial advisors can spend less time on tedious tasks and more time delivering personalized, high-value services to their clients. This world is not a distant future – it's today, and artificial intelligence (AI) is making it possible. As powerful AI tools like ChatGPT, Google's Bard, and Microsoft's Bing AI continue to advance, advisors who embrace this technology stand to gain a significant competitive edge. By harnessing AI, advisors can streamline operations, enhance client support, and unlock new growth opportunities ..read more

We're excited to share another member story from our "How I Did It" series.   Deciding to take the leap to start your own financial planning firm can be very scary. And actually "leaping" can feel overwhelming. There are so many decisions and responsibilities. How am I going to make this work? What business model should I use? How do I manage compliance? How do I market myself? What's this going to cost? While the questions are the same for advisors starting their own RIA, their decisions are as individual as the advisors making them. In this peer-to-peer guest series, we take a d ..read more

I remember first hearing about a new group of planners through a post on the FPA discussion board. This group was looking to help people with financial planning and charge them on a retainer basis. “Wow,’ I thought. “That’s exactly what I am doing!” So I called Alan Moore and talked with him about this concept. This pricing dilemma was a challenge I had been struggling with and Alan was excited to share his vision. His image sounded much the same as what I was doing, though he was doing it better. I was tracking my work based on an hourly charge. I didn’t have AUM fees at the time as I was o ..read more

We're excited to share another member story from our "How I Did It" series.   Deciding to take the leap to start your own financial planning firm can be very scary. And actually "leaping" can feel overwhelming. There are so many decisions and responsibilities. How am I going to make this work? What business model should I use? How do I manage compliance? How do I market myself? What's this going to cost? While the questions are the same for advisors starting their own RIA, their decisions are as individual as the advisors making them. In this peer-to-peer guest series, we take a d ..read more

As RIA owners you face a multitude of choices and decisions every day. As a parent, choosing the right childcare center for your little one is one of the most important decisions you'll make. With so many options available, it can be challenging to determine which facility will provide the best care and support for your child's growth and development In most childcare settings you will find very similar environments, schedules, routines, and policies. The most important aspect of childcare to keep in mind is what your individual family’s needs are and how the childcare setting can consistentl ..read more

We're excited to share another member story from our "How I Did It" series.   Deciding to take the leap to start your own financial planning firm can be very scary. And actually "leaping" can feel overwhelming. There are so many decisions and responsibilities. How am I going to make this work? What business model should I use? How do I manage compliance? How do I market myself? What's this going to cost? While the questions are the same for advisors starting their own RIA, their decisions are as individual as the advisors making them. In this peer-to-peer guest series, we take a d ..read more

As tax season approaches, you may find yourself scrambling for the best and safest way to exchange critical documents with your clients securely. With so many choices and words like “256-bit SSL encryption” and “ciphers” swirling around, paralysis from overanalysis can take hold, leaving your clients wondering just how to send you the information you need and you wondering why you have so many systems storing so many different client files.  ..read more

Are you making the most of your AdvicePay account? If not, you might be missing out on significant time savings, enhanced client experiences, and streamlined workflows. Let's explore five features you might not be taking advantage of ..read more

We're excited to share another member story from our "How I Did It" series.   Deciding to take the leap to start your own financial planning firm can be very scary. And actually "leaping" can feel overwhelming. There are so many decisions and responsibilities. How am I going to make this work? What business model should I use? How do I manage compliance? How do I market myself? What's this going to cost? While the questions are the same for advisors starting their own RIA, their decisions are as individual as the advisors making them. In this peer-to-peer guest series, we take a d ..read more

Hey there, RIA owners! Ready to kick your sales strategy up a notch? Whether you're a seasoned pro or considering diving into entrepreneurship, we have 30 actionable tips to help you convert your prospects into clients!  We understand the importance of removing the "sell" from Sales and utilizing those conversations instead as an opportunity to build stronger client relationships even before engagement. In this blog and accompanying video recording, we're bringing you a mix of savvy strategies and down-to-earth insights to help you steer your firm toward success. From refining your pit ..read more