TECHNOLOGY TRAINING: AdvicePay - A Solution for Fee-for-Service Financial Planning

Created by financial advisors for financial advisors, AdvicePay is a platform designed to streamline billing and payment processes for fee-for-service financial planning. In this webinar, Business Development Associate Isabelle McGrail of AdvicePay will explore the only billing and payment solution designed for fee-for-service financial planning. See how this solution can help you launch or grow your business. Presented by Corey Brodsky, Director Practice Management. Speakers: Isabelle McGrail, Business Development Associate, AdvicePay. Recorded July 8, 2020.

Duration: 36:38

Posted: Friday, September 18, 2020

Video tags: AP Webinar Series