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AdvicePay - Account Set up and Best Practices - 30 min

You have signed up for an AdvicePay account, now watch AdvicePay in action, tour the dashboard, go over settings, view best practices, and learn how to implement and use AdvicePay to grow your fee for service financial planning!

We will cover the platform’s unique features and answer any questions you might have about how AdvicePay can work for you.

What to expect in 30 minutes:
-- Introduction
-- Dashboard overview
-- Settings Overview
-- Best Practices
-- Creating an invoice
-- LIVE Q&A
-- Overview of next steps

Please choose only one webinar to attend.