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AdvicePay Financial Advisor Community Blog
Choosing the Right Broker-Dealer: Why Technology Matters
Automate Your Fee-for-Service Workflow with AdvicePay’s API
One-time and Ongoing Services to Offer Under the Fee-for-Service Model
Top Questions From The 2024 Fee-for-Service Trends and Insights Webinar
Introducing The eMoney and AdvicePay Integration
Billing on Held-Away Accounts: Unveiling the Perfect Union of AdvicePay and Pontera
Top 5 AdvicePay Blogs of 2023 for Forward-Thinking Financial Advisors and Wealth Management Firms
Ensuring Ironclad Security: A Closer Look at How AdvicePay Keeps Your Data Secure
Why Giving Away Financial Planning for Free May Hurt Your Practice
Calculating the ROI of AdvicePay: An Investment Worth Every Penny
Happiness Allies: Unmasking the Powerhouse Behind AdvicePay’s Customer Support Team
Evaluating Your Billing & Payment Solution: Key Questions to Ask As a Financial Advisor
The Power of Niche Marketing as a Financial Advisor
Feature Release Blog: Extending a Pause + Fee Change Reminders
Webinar Recap: Scaling Oversight of Fee-for-Service Financial Planning
Unlocking the Power of AdvicePay: Revolutionizing Fee-for-Service Financial Planning and Driving Advisor Adoption
This Secure Act 2.0 Provision Expands Fee-for-Service Planning Opportunities for Small Business Clients and Their Employees
What's New? Three Key Trends From AdvicePay's Latest Report On Fee-for-Service Financial Planning
Webinar Replay: Scaling Fee-for-Service Into a Revenue Center for Your Enterprise with Michael Kitces & Alan Moore
2022 AdvicePay Year in Review
Best of the AdvicePay Blog 2022
How Fee-For-Service Billing Keeps Clients Fully Invested For the Market Recovery
How to Create an Annual Client Service Calendar for Financial Planning Engagements
How to Charge for Fee-for-Service Financial Planning 💵
Webinar Recap: Highlights From our Enterprise Roundtable 📢
Services You Can Provide Under the Fee-for-Service Model
April 2022 Quarterly Release Notes
How to Generate 5-Figure Flat Fees for Service: A Conversation with Michael Kitces & Bill Bachrach
Celebrating $200 Million in Financial Planning Fees + A Message From Alan Moore, CEO
How to Structure and Establish Pricing
Reflections on AdvicePay’s 15th Quarterly Team Retreat
Best Of the AdvicePay Blog 2021
3 Reasons to Sign Up for AdvicePay Before the New Year
Our Top 5 eSignature Tips and Tricks
Webinar Replay: A Conversation with Michael Kitces & Bill Bachrach
Building a Repeatable Client Onboarding Process
Tips from a Happiness Hero: How to Transition Your Clients to AdvicePay
September 2021 Release Notes
How to Retain Generational Wealth Through Fee-for-Service Offerings
Is Your Billing & Payment Software Compliant?
Feature Release: Major Enhancements to the Enterprise Platform
Webinar Replay: Fee Calculator Demo
6 Questions to Address with Your Billing & Payment Solution as a Financial Advisor
How to Confidently Communicate the Value for the Fee That You Charge
July 2021 Release Notes
Building a Client Services Calendar
Services You Can Provide Regularly to Clients Under the Fee-For-Service Model
June 2021 Release Notes
5 Q&As About What Your Clients Experience in AdvicePay
Standout Quotes From our Webinar,"Scaling Financial Planning Into a Revenue Center for Your Enterprise"
The Non-AUM Clients You Should be Working With
Why Spreadsheets Only Work for So Long
May 2021 Release Notes
Building Trust as a Financial Advisor
How Often Should I Bill My Clients?
April 2021 Release Notes
5 Things People Get Wrong About Fee-For-Service
Celebrating Five Years of AdvicePay
5 Common Sales Mistakes to Avoid as a Financial Advisor
The "Why" Behind Deliverables for Enterprise
How to Charge for Fee-For-Service Financial Planning
New Feature Release: Deliverables for Enterprise
March 2021 Release Notes
Reasons Why the Fee-For-Service Model Will Help You Grow Your Business
Attracting New Talent to Your Firm Using AdvicePay
How to Sell Yourself as a Financial Advisor: Tips From a Sales Expert
Are You Using the Technology You Need to Succeed As a Financial Advisor?
February 2021 Release Notes
Announcing the AdvicePay and Salesforce Integration
Five AdvicePay Features We Love
Step-by-Step Guidance on Implementing AdvicePay in the New Year
January 2021 Release Notes
Announcing the AdvicePay and DocuSign Integration
2021 Financial Advisor Trends and How AdvicePay Can Help
Our Top 10 Blogs of 2020
December 2020 Release Notes
How to Charge for What You're Giving Away for Free
Announcing the AdvicePay And PreciseFP Integration
November 2020 Release Notes
Free Tools to Step Up Your Marketing Game
Five Things Financial Advisors Can Do To Improve Their Website Performance
Who is the Fee-For-Service Client? (And Why You Want Them at Your Practice)
October 2020 Release Notes
Maintaining Your Client Relationships
Conveying the Value of Financial Planning to Prospects
How to Market Yourself Virtually as a Financial Advisor
September 2020 Release Notes
How 3 Firms Successfully Structure their Pricing
Excelling with a Virtual Financial Practice
August 2020 Release Notes
Quick Tips for Selling, Working, and Staying Sane at Home
The Virtual Conference Experience: LPL Focus 2020
AdvicePay Success Stories: Integrated Wealthcare
Does My Client Have to Approve Their Ongoing Payment Each Time?
July 2020 Release Notes
How to Justify the Fee-For-Service Model to Clients
Success Stories: Chad Chubb, CFP®, CSLP®, WealthKeel LLC
AdvicePay Fee Calculator: Calculate Your Fees Quickly and Easily
3 Things Your Clients Should Know About AdvicePay
June 2020 Release Notes
Success Stories: Kaleb Paddock, CFP®, Ten Talents Financial Planning, LLC
How to be AdvicePay Happy: eSignature Tips
Using Tiered Service Offerings For Fee-For-Service Financial Planning
Benefits of the AdvicePay Client Portal
May 2020 Release Notes
How Often Should I Bill My Clients?
New Feature Release: Client Attributes
April 2020 Release Notes
New Feature Release: Digital Wallet Payments
New Enterprise Feature: "Offices"
Why Ongoing Planning can be More Valuable than a One-time Engagement
Billing Best Practices
5 Tips for Secure Video Conferencing
March 2020 Release Notes
Presenting a Financial Plan Virtually
How to Work from Home: Tips from the AdvicePay Team
Communicating with Clients During Rocky Times
February 2020 Release Notes
AdvicePay Team Member Spotlight: Cassie Jackson
5 Creative Ways to Add Revenue to Your Firm
January 2020 Release Notes
Team Member Spotlight: Aaron Lindstrom
Success Stories: Valmark Financial Group®
How to be AdvicePay Happy: How Your Clients Update their Payment Method & Resolve Failed Payments
December 2019 Release Notes
2019 Year In Review
November 2019 Release Notes
AdvicePay Team Member Spotlight: Honor Randall
A Guide to AdvicePay's Small Features that Pack a Big Punch
Announcing the AdvicePay and Redtail Integration
October Release Notes
Fee Increase Success: Cumbie Advisory Services, Inc.
Having the Fee Increase Conversation
Feature Release: Auto Fee Escalation
Overnight Innovation: Ship-It Day
Behind The Scenes: What Happens When You Report an Issue to AdvicePay?
September 2019 Release Notes
New Feature Release: Redesigned Client Portal
New Tech on the Block
Announcing the AdvicePay and Wealthbox Integration
New Feature Release: Subscription Management
August Release Notes 2019
eSignature Best Practices
How You Provide Value
AdvicePay Team Member Spotlight: Isaac
New Feature Release: Invoice Filtering and Exporting
Success Stories: Mason & Associates, LLC
July 2019 Release Notes
New Feature Release: eSignature Permissions & Signing Order
The "Why" Behind AdvicePay's Fee Calculator
New Feature Release: Fee Calculator
AdvicePay Team Member Spotlight: Erika Madden
Feature Release: Bulk Importing
June 2019 Release Notes
When to Speed Up and When to Slow Down: 10 Ways AdvicePay Makes Life Easier for You and Your Clients
Feature Release: Client Experience Redesigned
May Release Notes 2019
Feature Release: Ch-Ch-Changes to AdvicePay Plans
When Will You Get Paid? 5 Q&As About Your Money
Feature Release: Smarter Settings
April 2019 Release Notes
Who Can You Best Serve Under the Fee-For-Service Model?
How AdvicePay Solved Common eSignature Issues
How to Be AdvicePay Happy: eSignature Integration
March 2019 Release Notes
How Electronic Signatures Can Improve Your Efficiency (Even More Than You Might Think)
New Feature Release: Client Information Customization
10 Operations Tips You Can Start to Implement Right Now
New Feature Release: Payment Descriptions
February Release Notes
How to Be AdvicePay Happy: Overdue Invoice Reminders
New Feature Release: eSignature Upgrades
New Feature: Client-Side Email Control
How to Get the Most Out of AdvicePay’s New Accounting Software Integration
How to be AdvicePay Happy: Client Payments
Announcing our B-Importer Software Integration
January 2019 Release Notes
Does My Client Have to Approve Their Ongoing Payment Each Time?
2018 Year in review
New Feature Release: Subscription & Invoice Screens
New Feature Release: Payment Request Screen
December 2018 Release Notes
Epic Email Enhancements in AdvicePay
November 2018 release notes
5 Ways Financial Planners Can Avoid Making Early Mistakes
What Makes AdvicePay Compliant
October 2018 release notes
Communicating the Value of Financial Planning to Clients
How often should I bill my clients?
September 2018 release notes
August release notes
Compliant Billing Solutions for Financial Advisors
Why Broker Dealer compliance is important for a retainer model
Advisor Practice Management: How to Scale
Investment Advisor Best Practices for Recurring Fees Billing
July Release Notes
Investment Advisor Compliance When Charging for Recurring Fees
Financial Advisor Marketing - Best targets for retainer fees
Calculating Financial Planner Fees for Retainer Services
How to justify the advisor retainer model to clients
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