AdvicePay Financial Advisor Community Blog

The Non-AUM Clients You Should be Working With

June 18, 2021 By: Honor Randall

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...

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Topics: Practice Management, Fee-For-Service

Why Spreadsheets Only Work for So Long

June 10, 2021 By: Honor Randall

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

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Topics: Practice Management, Enterprise

May 2021 Release Notes

June 02, 2021 By: Lana Dalton

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...

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Topics: Release Notes

Building Trust as a Financial Advisor

May 28, 2021 By: Lana Dalton

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...

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Topics: Practice Management, Client Relationships

Attracting New Talent to Your Firm Using AdvicePay

May 26, 2021 By: Honor Randall

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...

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Topics: Practice Management, Fee-For-Service, Enterprise

How Often Should I Bill My Clients?

May 18, 2021 By: Lana Dalton

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...

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Topics: Practice Management, Fee-For-Service

April 2021 Release Notes

May 04, 2021 By: Lana Dalton

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...

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Topics: Release Notes

5 Things People Get Wrong About Fee-For-Service

April 29, 2021 By: Honor Randall

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...

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Topics: Practice Management, Fee-For-Service

Celebrating Five Years of AdvicePay

April 26, 2021 By: AdvicePay

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...

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5 Common Sales Mistakes to Avoid as a Financial Advisor

April 23, 2021 By: Isabelle McGrail

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...

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Topics: Practice Management, Client Relationships, Sales