AdvicePay Financial Advisor Community Blog

2021 Financial Advisor Trends and How AdvicePay Can Help

January 20, 2021 By: Lana Dalton

It’s no surprise that the future of wealth management and financial advising is starting to evolve -- and we are going to begin to see these changes in the next few years. Although 2020 was a challenging year, to say the least, we saw accelerated...

Read More

Topics: Practice Management, Fee-For-Service

Our Top 10 Blogs of 2020

January 14, 2021 By: Shannon Beck

In 2020, we covered a lot on our blog —fee-for-service tactics, marketing strategies, virtual work tips, pricing strategies, and more!As we jump into a new year, let's review our top 10 most-read blog posts of 2020.

Read More

Topics: Marketing, Practice Management, Fee-For-Service, Client Relationships

December 2020 Release Notes

January 06, 2021 By: Erika Madden

2020 was a year filled with change, challenges, and adaptation. Let's celebrate putting a bookend to last year with our December 2020 Release Notes! This past month, we released a new integration and also worked on some small but sweet updates in the...

Read More

Topics: Release Notes

How to Charge for What You're Giving Away for Free

December 17, 2020 By: Lana Dalton

Are you charging your clients for financial planning? Or do you solely rely on the sale of products and working with clients through AUM? For most of its history, "getting paid" for financial planning has really been about giving away financial...

Read More

Topics: Practice Management, Fee-For-Service

Announcing the AdvicePay And PreciseFP Integration

December 08, 2020 By: Mary Moore

We are excited to announce that AdvicePay has integrated with PreciseFP, a client engagement and data gathering tool.

Read More

Topics: Feature Releases

November 2020 Release Notes

December 02, 2020 By: Erika Madden

This past month, we worked on a bunch of great updates for you: from minor bug fixes to adding the ability to preview invoices as a PDF before publishing. We also have a sneak peek at a few new exciting features and integrations that are just around...

Read More

Topics: Release Notes

Free Tools to Step Up Your Marketing Game

November 23, 2020 By: Shannon Beck

If you are a financial advisor hoping to grow your business, it is imperative that you have a marketing plan in place. The value of effective marketing is irreplaceable -- it helps you cultivate your client base, maintain your brand, and grow your...

Read More

Topics: Marketing, Practice Management

Five Things Financial Advisors Can Do To Improve Their Website Performance

November 13, 2020 By: Lena Haines

Your website is probably the most essential tool you have when converting prospects or retaining existing clients. It should be a place that clearly explains the services you provided while also offering value. The keyword there is value. I will give...

Read More

Topics: Marketing

Who is the Fee-For-Service Client? (And Why You Want Them at Your Practice)

November 06, 2020 By: Honor Randall

While younger generations have become the face of fee-for-service clients, they aren’t the only folks who can benefit from this unique model. Advisors are having great success in working with various clients of all ages, financial situations, and...

Read More

Topics: Practice Management, Fee-For-Service, Client Relationships

October 2020 Release Notes

November 04, 2020 By: Erika Madden

It's a new month, which means we have another round of product updates and bug fixes for you! In addition to a new integration for our Enterprise users, we also added the ability for you select multiple descriptions of services on a single invoice or...

Read More

Topics: Release Notes