AdvicePay Financial Advisor Community Blog

How 3 Firms Successfully Structure their Pricing

September 25, 2020 By: Honor Randall

There are endless ways to calculate your fees when operating under the fee-for-service model. While no single approach is the solution for every firm, trends in payment calculations have begun to appear among financial planners. If you're still trying...

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Topics: Practice Management, Fee-For-Service

Excelling with a Virtual Financial Practice

September 14, 2020 By: Honor Randall

Although many financial planners have converted to “virtual practices” in the past few years, the global pandemic has certainly pushed many more into this business model practically overnight. As more companies continue to postpone office openings,...

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Topics: Practice Management

August 2020 Release Notes

September 09, 2020 By: Erika Madden | Happiness Hero

This past development cycle, we continued to make improvements to our native eSignature integration, improved our ADA accessibility, removed our invoice download limit, and crossed off some other updates and bug fixes on our list. 

Check out our...

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Topics: Release Notes

Quick Tips for Selling, Working, and Staying Sane at Home

August 31, 2020 By: Lena Haines

My feelings concerning working from home are about 50% FOR working from home, and 50% longing to be back in the office. I miss the days of routine, getting into "work mode" when stepping into the office, putting on real pants that include buttons, and...

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Topics: Marketing, Practice Management, AdvicePay Culture

The Virtual Conference Experience: LPL Focus 2020

August 27, 2020 By: Honor Randall

It's been an odd year for everyone, but I know I'm stating the obvious here. For me, this has meant missing out on one of my most significant (and most enjoyable) responsibilities: attending industry conferences and chatting with folks about how...

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Topics: Practice Management

AdvicePay Success Stories: Integrated Wealthcare

August 20, 2020 By: Shannon Beck

Integrated WealthCare is a multi-specialty wealth management firm, serving the unique needs of physicians and medical professionals. They have over fifteen years of experience guiding physicians in the development of personal financial success,...

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Topics: User Experience, Case Studies

Does My Client Have to Approve Their Ongoing Payment Each Time?

August 13, 2020 By: Honor Randall

Does my client have to approve their ongoing payment each time? Of all the questions we receive, this is one we hear most often. The simple answer is a resounding, “NO!”

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Topics: User Experience

July 2020 Release Notes

August 06, 2020 By: Erika Madden | Happiness Hero

Sometimes it is the little things that make a big difference -- like expanding our "Mark as Paid Feature." However, there's no doubt that the big things also make a big difference. In addition to bug fixes and product updates, we also released a...

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Topics: Release Notes

How to Justify the Fee-For-Service Model to Clients

July 30, 2020 By: Honor Randall

As fee-for-service financial planning continues to be a growing trend in the financial industry, it’s hard not to compare it to Assets Under Management (AUM), especially when working with pre-retirees and retirees. While AUM is based on growing and...

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Topics: Practice Management, Fee-For-Service

Success Stories: Chad Chubb, CFP®, CSLP®, WealthKeel LLC

July 21, 2020 By: Shannon Beck

Chad Chubb is a Certified Financial Planner™, Certified Student Loan Professional™, and the founder of WealthKeel and lead advisor.

He’s passionate about working with physicians and their families to create financial plans that take complex...

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Topics: Case Studies