AdvicePay Financial Advisor Community Blog

How to Charge for Fee-For-Service Financial Planning

April 14, 2021 By: Lana Dalton

Are you considering switching or adding fee-for-service planning to your practice? Or have you recently transitioned to become fee-only? The freedom to set your upfront and recurring fees is a huge benefit but can also be daunting if you are just...

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Topics: Practice Management, Fee-For-Service

New Feature Release: Deliverables for Enterprise

April 07, 2021 By: Mary Moore

From the very start, we built AdvicePay to address the unique compliance issues enterprises face when utilizing a fee-for-service model as part of their business. Operationalizing and scaling a large volume of recurring financial planning fees can be...

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Topics: Feature Releases

March 2021 Release Notes

April 05, 2021 By: Lana Dalton

In this month’s release notes, we are bringing you an exciting update: you can now export your client list with your client’s information and attributes. Read more about this and other AdvicePay improvements in our release notes below (plus, if you...

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Topics: Release Notes

Reasons Why the Fee-For-Service Model Will Help You Grow Your Business

March 25, 2021 By: Lana Dalton

As the financial planning industry is continuously evolving, which has been amplified in response to the pandemic and a rapidly growing number of clients in the X and Y generations, the monthly retainer model has become the preferred fee structure for...

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Topics: Practice Management, Fee-For-Service

How to Sell Yourself as a Financial Advisor: Tips From a Sales Expert

March 16, 2021 By: Isabelle McGrail

Are you looking to revamp your sales tactics? Is it time to revisit how you present yourself and your services to prospective clients? Keep reading to check out some helpful tips so you can make sure you’re selling yourself with confidence, ease, and...

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Topics: Practice Management, Sales

Are You Using the Technology You Need to Succeed As a Financial Advisor?

March 11, 2021 By: Lana Dalton

With 2020 finally behind us, we can’t ignore the fact that we experienced a transformative era in the rise of technology. We saw many aspects of business, meetings, and transactions all come online and in a virtual format. It gave most workplaces an...

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Topics: Practice Management

February 2021 Release Notes

March 03, 2021 By: Lana Dalton

Here at AdvicePay, we are all about making your processes more efficient! That is why this past month, we released a new integration with Salesforce/XLR8. This integration will help your firm operate more efficiently, allowing you to centralize...

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Topics: Release Notes

Announcing the AdvicePay and Salesforce Integration

February 18, 2021 By: Erika Madden

We are thrilled to announce that AdvicePay is now integrated with Salesforce, one of the most popular CRM systems in the financial services industry.  

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Topics: Feature Releases, Integrations

Five AdvicePay Features We Love

February 12, 2021 By: Ashley Rumschlag

As disappointing as it is to open that Russell Stover's box and be confronted with a few sad fruit filled chocolates, it's even worse to deal with disappointing results around your billing and payment solution. So, in the spirit of sharing the love...

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Topics: User Experience

Step-by-Step Guidance on Implementing AdvicePay in the New Year

February 10, 2021 By: Lana Dalton

Is your practice ready to stretch beyond the AUM model and start growing through fee-for-service offerings? AdvicePay is here to help advisors grow their businesses in 2021 and beyond. 

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Topics: Practice Management, User Experience, Fee-For-Service