AdvicePay Financial Advisor Community Blog

In the past, I’ve written about incorporating fee-for-service offerings for existing AUM clients as a way to add flexibility to your fee structure and drive revenue. From Quickstart Sessions to 401(k) advice, there are a number of ways you as an...

Over at AdvicePay, our entire team has been buzzing about the launch of our newest feature: Deliverables! 

Welcome to May’s release notes! This past development cycle, our team continued to make helpful additions to our new Enterprise-level Deliverables feature. Some smaller improvements you may also notice include better client searchability within...

Trust is a financial advisor’s most valuable asset. Building trust in every step of a client’s journey from the very beginning of the relationship creates a long-lasting and authentic partnership. With an ever-changing financial advisory landscape in...

The world is a much different place than it was five or ten years ago. Really, a lot has changed in just one single year. Technology’s already quick takeover saw an immediate uptick when so many companies went remote due to COVID-19. Although the dust...

Here at AdvicePay, we genuinely believe in the fee-for-service planning model and how it can successfully grow and scale your business. More and more, we are seeing that clients want advisors to justify their fees and provide more value than just...

April showers bring...Salesforce additions, Deliverable for Enterprise, and a multitude of other feature enhancements! That’s how it goes, right? 

Check out our full roundup of everything new in AdvicePay and get a sneak peek at what is just around...

While the fee-for-service revolution continues to change the landscape of financial planning, many advisors aren’t quite sure how to incorporate it seamlessly into their practice. It can seem daunting to change your current way of doing business, or...

We started AdvicePay in 2016 after spotting a gap in the financial advising world — the need for a streamlined, compliant, secure way for advisors to get paid for their advice. Five years later, more than 3,700 financial advisors use AdvicePay, and we...

As a financial advisor, selling yourself is a considerable portion of your job. While selling yourself can sometimes feel daunting and involve continual shifts in strategy, you can expedite your journey to perfecting your sales approach by identifying...