Viewpoints | Advyzon

Are you charging enough?

When you’re just starting an RIA, one of the hardest questions to answer is, “What should I charge?” Since we get asked this a lot at Advyzon, I wanted to put together a guide to help firms who are just starting out figure out their pricing, and to help established firms assess if they’re charging enough.
Written by Advyzon Team

How to scale a hyper-personalized client experience

If you were to survey 100 financial advisory firms, the vast majority would tell you they tailor their services to individual client needs. But it’s rare to find a firm that takes it as far as Schaefer Financial Management. In fact, if you ask Schaefer about big picture items, like fee structure, asset minimums, or their typical clients, you get almost as many exceptions as you do rules.
Written by Advyzon Team

Top 6 reporting mistakes to avoid

Reporting can seem intimidating. Use these simple tips and tricks as a reminder of what to avoid when creating your reports in order to optimize them for yourself and clients.
Written by Kelly Fitzpatrick, CFP®

5 tips for designing a great client portal

What clients are looking for in a portal, and how you can design one effectively (using screengrabs to help illustrate that Advyzon can make this easy, highlighting best practices vs sales)
Written by Advyzon Team

How (and why) to create a client survey

Step-by-step walk-through of best practices when it comes to handling client surveys. See how they can be helpful and why 2021 may be the perfect time to start using them.
Written by John Mackowiak