/AdvicePay-Logo-Primary-Evergreen-SVG.svg "AdvicePay-Logo-Primary-Evergreen-SVG"){kind=logo}
AdvicePay Fee-Based Planning Blog
Choosing the Right Broker-Dealer: Why Technology Matters
Aug 7, 2024 8:56:29 AM
Automate Your Fee-for-Service Workflow with AdvicePay’s API
Jul 18, 2024 10:55:23 AM
One-time and Ongoing Services to Offer Under the Fee-for-Service Model
Jun 13, 2024 12:37:14 PM
Top Questions From The 2024 Fee-for-Service Trends and Insights Webinar
May 22, 2024 2:03:59 PM
Introducing The eMoney and AdvicePay Integration
Feb 29, 2024 7:00:00 AM
Billing on Held-Away Accounts: Unveiling the Perfect Union of AdvicePay and Pontera
Feb 14, 2024 11:13:05 AM
Top 5 AdvicePay Blogs of 2023 for Forward-Thinking Financial Advisors and Wealth Management Firms
Jan 5, 2024 8:17:05 AM
Ensuring Ironclad Security: A Closer Look at How AdvicePay Keeps Your Data Secure
Nov 30, 2023 10:42:46 AM
Why Giving Away Financial Planning for Free May Hurt Your Practice
Oct 31, 2023 12:02:37 PM
Calculating the ROI of AdvicePay: An Investment Worth Every Penny
Oct 11, 2023 9:59:29 AM
Happiness Allies: Unmasking the Powerhouse Behind AdvicePay’s Customer Support Team
Oct 4, 2023 12:36:49 PM
Evaluating Your Billing & Payment Solution: Key Questions to Ask As a Financial Advisor
Sep 14, 2023 12:07:44 PM
The Power of Niche Marketing as a Financial Advisor
Aug 9, 2023 8:29:22 AM
Feature Release Blog: Extending a Pause + Fee Change Reminders
Jul 6, 2023 8:00:00 AM
Webinar Recap: Scaling Oversight of Fee-for-Service Financial Planning
Jun 28, 2023 8:38:12 AM
May 17, 2023 7:29:11 AM
Apr 26, 2023 8:00:00 AM
What's New? Three Key Trends From AdvicePay's Latest Report On Fee-for-Service Financial Planning
Apr 12, 2023 9:53:06 AM
Mar 3, 2023 11:24:33 AM
Jan 25, 2023 1:42:20 PM
Best of the AdvicePay Blog 2022
Jan 6, 2023 10:22:19 AM
How Fee-For-Service Billing Keeps Clients Fully Invested For the Market Recovery
Aug 26, 2022 8:00:00 AM
How to Create an Annual Client Service Calendar for Financial Planning Engagements
Jul 14, 2022 7:46:10 AM
How to Charge for Fee-for-Service Financial Planning 💵
Jul 7, 2022 1:42:30 PM
Webinar Recap: Highlights From our Enterprise Roundtable 📢
Jun 22, 2022 8:00:00 AM
Services You Can Provide Under the Fee-for-Service Model
Jun 9, 2022 4:00:00 AM
April 2022 Quarterly Release Notes
Apr 6, 2022 9:48:01 AM
How to Generate 5-Figure Flat Fees for Service: A Conversation with Michael Kitces & Bill Bachrach
Mar 14, 2022 2:00:29 PM
Celebrating $200 Million in Financial Planning Fees + A Message From Alan Moore, CEO
Mar 10, 2022 12:28:31 PM
How to Structure and Establish Pricing
Feb 23, 2022 10:00:03 AM
Reflections on AdvicePay’s 15th Quarterly Team Retreat
Feb 9, 2022 12:19:34 PM
Best Of the AdvicePay Blog 2021
Jan 6, 2022 12:44:09 PM
3 Reasons to Sign Up for AdvicePay Before the New Year
Dec 21, 2021 11:24:13 AM
Our Top 5 eSignature Tips and Tricks
Dec 3, 2021 10:24:18 AM
Webinar Replay: A Conversation with Michael Kitces & Bill Bachrach
Nov 18, 2021 12:25:06 PM
Building a Repeatable Client Onboarding Process
Nov 2, 2021 11:02:09 AM
Tips from a Happiness Hero: How to Transition Your Clients to AdvicePay
Oct 14, 2021 9:21:19 AM
Oct 7, 2021 11:14:40 AM
How to Retain Generational Wealth Through Fee-for-Service Offerings
Sep 30, 2021 12:32:16 PM
Is Your Billing & Payment Software Compliant?
Sep 22, 2021 11:46:40 AM
Feature Release: Major Enhancements to the Enterprise Platform
Sep 17, 2021 9:06:43 AM
Webinar Replay: Fee Calculator Demo
Sep 10, 2021 10:27:19 AM
6 Questions to Address with Your Billing & Payment Solution as a Financial Advisor
Aug 23, 2021 12:36:16 PM
How to Confidently Communicate the Value for the Fee That You Charge
Aug 12, 2021 12:01:42 PM
Aug 6, 2021 11:43:25 AM
Building a Client Services Calendar
Jul 27, 2021 11:04:01 AM
Services You Can Provide Regularly to Clients Under the Fee-For-Service Model
Jul 20, 2021 3:38:11 PM
Jul 7, 2021 10:50:16 AM
5 Q&As About What Your Clients Experience in AdvicePay
Jun 30, 2021 12:28:39 PM
Jun 24, 2021 9:59:23 AM
The Non-AUM Clients You Should be Working With
Jun 18, 2021 9:50:18 AM
Why Spreadsheets Only Work for So Long
Jun 10, 2021 10:49:55 AM
Jun 2, 2021 10:08:49 AM
Building Trust as a Financial Advisor
May 28, 2021 9:49:12 AM
How Often Should I Bill My Clients?
May 18, 2021 11:37:37 AM
May 4, 2021 5:00:00 AM
5 Things People Get Wrong About Fee-For-Service
Apr 29, 2021 9:48:51 AM
Celebrating Five Years of AdvicePay
Apr 26, 2021 11:39:06 AM
5 Common Sales Mistakes to Avoid as a Financial Advisor
Apr 23, 2021 9:18:10 AM
The "Why" Behind Deliverables for Enterprise
Apr 20, 2021 1:53:55 PM
How to Charge for Fee-For-Service Financial Planning
Apr 14, 2021 11:20:21 AM
New Feature Release: Deliverables for Enterprise
Apr 7, 2021 5:45:00 AM
Apr 5, 2021 2:27:16 PM
Reasons Why the Fee-For-Service Model Will Help You Grow Your Business
Mar 25, 2021 11:37:24 AM
Attracting New Talent to Your Firm Using AdvicePay
Mar 22, 2021 2:16:00 PM
How to Sell Yourself as a Financial Advisor: Tips From a Sales Expert
Mar 16, 2021 10:12:18 AM
Are You Using the Technology You Need to Succeed As a Financial Advisor?
Mar 11, 2021 10:44:17 AM
Mar 3, 2021 12:23:38 PM
Announcing the AdvicePay and Salesforce Integration
Feb 18, 2021 12:46:32 PM
Five AdvicePay Features We Love
Feb 12, 2021 8:35:15 AM
Step-by-Step Guidance on Implementing AdvicePay in the New Year
Feb 10, 2021 11:21:48 AM
Feb 3, 2021 11:22:08 AM
Announcing the AdvicePay and DocuSign Integration
Jan 29, 2021 6:30:00 AM
2021 Financial Advisor Trends and How AdvicePay Can Help
Jan 20, 2021 9:34:00 AM
Jan 14, 2021 10:04:16 AM
Jan 6, 2021 1:26:57 PM
How to Charge for What You're Giving Away for Free
Dec 17, 2020 10:03:42 AM
Announcing the AdvicePay And PreciseFP Integration
Dec 8, 2020 10:48:33 AM
Dec 2, 2020 1:25:17 PM
Free Tools to Step Up Your Marketing Game
Nov 23, 2020 12:11:31 PM
Five Things Financial Advisors Can Do To Improve Their Website Performance
Nov 13, 2020 11:00:12 AM
Who is the Fee-For-Service Client? (And Why You Want Them at Your Practice)
Nov 6, 2020 10:14:20 AM
Nov 4, 2020 9:06:58 AM
Maintaining Your Client Relationships
Oct 29, 2020 10:06:32 AM
Conveying the Value of Financial Planning to Prospects
Oct 15, 2020 7:57:14 AM
How to Market Yourself Virtually as a Financial Advisor
Oct 7, 2020 10:40:47 AM
Oct 2, 2020 11:31:15 AM
How 3 Firms Successfully Structure their Pricing
Sep 25, 2020 10:46:01 AM
Excelling with a Virtual Financial Practice
Sep 14, 2020 10:58:52 AM
Sep 9, 2020 3:04:38 PM
Quick Tips for Selling, Working, and Staying Sane at Home
Aug 31, 2020 9:56:02 AM
The Virtual Conference Experience: LPL Focus 2020
Aug 27, 2020 2:07:38 PM
AdvicePay Success Stories: Integrated Wealthcare
Aug 20, 2020 11:47:53 AM
Does My Client Have to Approve Their Ongoing Payment Each Time?
Aug 13, 2020 4:00:00 AM
Aug 6, 2020 3:00:00 AM
How to Justify the Fee-For-Service Model to Clients
Jul 30, 2020 11:32:02 AM
Success Stories: Chad Chubb, CFP®, CSLP®, WealthKeel LLC
Jul 21, 2020 12:14:28 PM
AdvicePay Fee Calculator: Calculate Your Fees Quickly and Easily
Jul 15, 2020 10:01:39 AM
3 Things Your Clients Should Know About AdvicePay
Jul 9, 2020 2:22:17 PM
Jul 6, 2020 2:01:27 PM
Success Stories: Kaleb Paddock, CFP®, Ten Talents Financial Planning, LLC
Jun 25, 2020 1:54:17 PM
How to be AdvicePay Happy: eSignature Tips
Jun 22, 2020 4:29:56 PM
Using Tiered Service Offerings For Fee-For-Service Financial Planning
Jun 12, 2020 10:24:08 AM
Benefits of the AdvicePay Client Portal
Jun 9, 2020 10:13:34 AM
Jun 4, 2020 3:00:20 PM
How Often Should I Bill My Clients?
May 27, 2020 10:57:32 AM
New Feature Release: Client Attributes
May 15, 2020 10:49:33 AM
May 11, 2020 11:45:24 AM
New Feature Release: Digital Wallet Payments
May 7, 2020 3:12:44 PM
New Enterprise Feature: "Offices"
May 1, 2020 8:47:51 AM
Why Ongoing Planning can be More Valuable than a One-time Engagement
Apr 23, 2020 1:48:39 PM
Apr 20, 2020 11:55:34 AM
5 Tips for Secure Video Conferencing
Apr 15, 2020 1:57:16 PM
Apr 8, 2020 2:53:31 PM
Presenting a Financial Plan Virtually
Apr 3, 2020 9:06:05 AM
How to Work from Home: Tips from the AdvicePay Team
Mar 20, 2020 10:53:55 AM
Communicating with Clients During Rocky Times
Mar 16, 2020 11:39:55 AM
Mar 12, 2020 2:00:06 PM
AdvicePay Team Member Spotlight: Cassie Jackson
Mar 10, 2020 10:46:00 AM
5 Creative Ways to Add Revenue to Your Firm
Feb 27, 2020 12:09:34 PM
Feb 6, 2020 2:04:08 PM
Team Member Spotlight: Aaron Lindstrom
Jan 29, 2020 4:00:00 AM
Success Stories: Valmark Financial Group®
Jan 24, 2020 10:44:45 AM
How to be AdvicePay Happy: How Your Clients Update their Payment Method & Resolve Failed Payments
Jan 23, 2020 10:24:07 AM
Jan 8, 2020 1:43:27 PM
Dec 20, 2019 10:35:47 AM
Dec 4, 2019 2:15:17 PM
AdvicePay Team Member Spotlight: Honor Randall
Nov 20, 2019 10:03:00 AM
A Guide to AdvicePay's Small Features that Pack a Big Punch
Nov 12, 2019 12:30:04 PM
Announcing the AdvicePay and Redtail Integration
Nov 7, 2019 2:04:55 PM
Nov 1, 2019 1:22:45 PM
Fee Increase Success: Cumbie Advisory Services, Inc.
Oct 22, 2019 10:26:46 AM
Having the Fee Increase Conversation
Oct 18, 2019 9:00:00 AM
Feature Release: Auto Fee Escalation
Oct 17, 2019 10:21:35 AM
Overnight Innovation: Ship-It Day
Oct 9, 2019 10:56:31 AM
Behind The Scenes: What Happens When You Report an Issue to AdvicePay?
Oct 7, 2019 3:01:31 PM
Oct 4, 2019 10:45:54 AM
New Feature Release: Redesigned Client Portal
Sep 26, 2019 1:07:11 PM
Sep 23, 2019 11:22:39 AM
Announcing the AdvicePay and Wealthbox Integration
Sep 18, 2019 12:14:22 PM
New Feature Release: Subscription Management
Sep 16, 2019 11:16:16 AM
Sep 4, 2019 10:52:55 AM
Aug 30, 2019 7:20:00 AM
Aug 23, 2019 11:00:50 AM
AdvicePay Team Member Spotlight: Isaac
Aug 20, 2019 9:58:16 AM
New Feature Release: Invoice Filtering and Exporting
Aug 15, 2019 1:11:36 PM
Success Stories: Mason & Associates, LLC
Aug 9, 2019 1:00:00 AM
Aug 5, 2019 12:47:43 PM
New Feature Release: eSignature Permissions & Signing Order
Aug 1, 2019 3:24:41 PM
The "Why" Behind AdvicePay's Fee Calculator
Jul 30, 2019 10:13:56 AM
New Feature Release: Fee Calculator
Jul 25, 2019 9:55:14 AM
AdvicePay Team Member Spotlight: Erika Madden
Jul 15, 2019 1:04:49 PM
Feature Release: Bulk Importing
Jul 3, 2019 3:50:17 PM
Jul 1, 2019 1:47:24 PM
When to Speed Up and When to Slow Down: 10 Ways AdvicePay Makes Life Easier for You and Your Clients
Jun 13, 2019 11:37:06 AM
Feature Release: Client Experience Redesigned
Jun 5, 2019 4:42:17 PM
Jun 3, 2019 10:37:41 AM
Feature Release: Ch-Ch-Changes to AdvicePay Plans
May 22, 2019 11:47:28 AM
When Will You Get Paid? 5 Q&As About Your Money
May 10, 2019 11:32:47 AM
Feature Release: Smarter Settings
May 3, 2019 10:13:17 AM
Apr 30, 2019 10:40:32 AM
Who Can You Best Serve Under the Fee-For-Service Model?
Apr 22, 2019 2:29:54 PM
How AdvicePay Solved Common eSignature Issues
Apr 19, 2019 11:39:59 AM
How to Be AdvicePay Happy: eSignature Integration
Apr 10, 2019 12:21:30 PM
Apr 1, 2019 12:54:01 PM
How Electronic Signatures Can Improve Your Efficiency (Even More Than You Might Think)
Mar 28, 2019 1:15:14 PM
New Feature Release: Client Information Customization
Mar 20, 2019 2:31:22 PM
10 Operations Tips You Can Start to Implement Right Now
Mar 15, 2019 8:00:00 AM
New Feature Release: Payment Descriptions
Mar 13, 2019 12:20:12 PM
Mar 4, 2019 10:47:09 AM
How to Be AdvicePay Happy: Overdue Invoice Reminders
Feb 27, 2019 11:10:53 AM
New Feature Release: eSignature Upgrades
Feb 21, 2019 12:56:32 PM
New Feature: Client-Side Email Control
Feb 15, 2019 9:00:00 AM
How to Get the Most Out of AdvicePay’s New Accounting Software Integration
Feb 13, 2019 1:05:23 PM
How to be AdvicePay Happy: Client Payments
Feb 11, 2019 2:58:48 PM
Announcing our B-Importer Software Integration
Feb 6, 2019 9:57:48 AM
Feb 4, 2019 10:50:45 AM
Does My Client Have to Approve Their Ongoing Payment Each Time?
Jan 30, 2019 9:25:11 AM
Jan 25, 2019 2:15:08 PM
New Feature Release: Subscription & Invoice Screens
Jan 23, 2019 2:10:42 PM
New Feature Release: Payment Request Screen
Jan 10, 2019 12:18:12 PM
Jan 3, 2019 9:55:08 AM
Epic Email Enhancements in AdvicePay
Dec 20, 2018 12:03:33 PM
Dec 6, 2018 12:07:30 PM
5 Ways Financial Planners Can Avoid Making Early Mistakes
Nov 30, 2018 2:47:18 PM
What Makes AdvicePay Compliant
Nov 15, 2018 2:51:10 PM
Nov 1, 2018 12:34:15 PM
Communicating the Value of Financial Planning to Clients
Oct 24, 2018 11:02:37 AM
How often should I bill my clients?
Oct 8, 2018 10:17:01 AM
Oct 1, 2018 12:52:52 PM
Sep 4, 2018 10:01:00 AM
Compliant Billing Solutions for Financial Advisors
Aug 28, 2018 10:01:00 AM
Why Broker Dealer compliance is important for a retainer model
Aug 21, 2018 10:07:00 AM
Advisor Practice Management: How to Scale
Aug 14, 2018 10:02:00 AM
Investment Advisor Best Practices for Recurring Fees Billing
Aug 7, 2018 10:10:00 AM
Aug 1, 2018 10:11:00 AM
Investment Advisor Compliance When Charging for Recurring Fees
Jul 31, 2018 10:03:00 AM
Financial Advisor Marketing - Best targets for retainer fees
Jul 24, 2018 10:00:00 AM
Calculating Financial Planner Fees for Retainer Services
Jul 17, 2018 10:00:00 AM
How to justify the advisor retainer model to clients
Jul 10, 2018 10:15:00 AM