AdvicePay Fee-Based Planning Blog

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Calculating the ROI of AdvicePay: An Investment Worth Every Penny

October 11, 2023 By: AdvicePay

When you're scouting for cutting-edge tech solutions for your firm, what's at the top of your checklist? Whether you are aiming to boost productivity, keep a competitive edge, or seamlessly expand your operations, it all boils down to one crucial metric...

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Topics: Practice Management, Case Studies, Fee-For-Service, Sales, Enterprise

Webinar Recap: Scaling Oversight of Fee-for-Service Financial Planning

June 28, 2023 By: AdvicePay

Financial institutions that support fee-for-service financial planning enable their financial professionals to engage high-income, low-asset households traditionally turned away under the assets-under-management billing model, establish a recurring...

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Topics: Case Studies, Fee-For-Service, Enterprise

What's New? Three Key Trends From AdvicePay's Latest Report On Fee-for-Service Financial Planning

April 12, 2023 By: AdvicePay

The economic challenges of 2022 combined with the rapid increase of inflation and interest rates motivated clients to seek out more than just investment management services from financial professionals. People not only want real financial planning, they ...

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Topics: Compliance, Retainer Model, Practice Management, User Experience, Fee-For-Service, Enterprise

How Fee-For-Service Billing Keeps Clients Fully Invested For the Market Recovery

August 26, 2022 By: AdvicePay

Stock market declines are a part of the long-term investing process, and unfortunately, nobody can consistently predict when and by how much the next significant drawdown will be. 

Financial professionals encourage long-term investors with prudent advice...

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Topics: Compliance, Retainer Model, Practice Management, User Experience, Fee-For-Service, Enterprise

How to Create an Annual Client Service Calendar for Financial Planning Engagements

July 14, 2022 By: AdvicePay

The adoption of the fee-for-service financial planning model is changing the dynamics of business operations inside wealth management firms. As low-cost online automated investment services have increased competition for portfolio management and asset...

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Topics: Compliance, Retainer Model, Practice Management, User Experience, Fee-For-Service, Enterprise

How to Charge for Fee-for-Service Financial Planning 💵

July 07, 2022 By: AdvicePay

The financial services industry is constantly evolving, and one of the evolutions underway right now is the rapid growth of the fee-for-service financial planning business model. For more than 80 years, financial professionals have been charging clients...

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Topics: Compliance, Retainer Model, Practice Management, User Experience, Fee-For-Service, Enterprise

Webinar Recap: Highlights From our Enterprise Roundtable 📢

June 22, 2022 By: AdvicePay

Powered by innovative technologies, the financial planning business model is rapidly evolving into a sustainable fee-based revenue stream. 

The financial services enterprise companies that have already empowered their advisors to implement the latest...

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Topics: Compliance, Retainer Model, Practice Management, Fee-For-Service, Enterprise

Services You Can Provide Under the Fee-for-Service Model

June 09, 2022 By: AdvicePay

As your firm introduces fee-for-service financial planning to your clients, you may be considering a variety of services to offer that align with your areas of expertise as well as the interests of clients. This overlap is known as the product-market...

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Topics: Compliance, Retainer Model, Practice Management, User Experience, Fee-For-Service, Enterprise

Celebrating $200 Million in Financial Planning Fees + A Message From Alan Moore, CEO

March 10, 2022 By: AdvicePay

Cue the confetti, because today we are celebrating a major milestone! 🎉 AdvicePay has officially processed over $200 million in financial planning fees!

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Topics: Fee-For-Service

How Often Should I Bill My Clients?

May 18, 2021 By: AdvicePay

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 their...

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Topics: Practice Management, Fee-For-Service