AdvicePay Fee-Based Planning Blog

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...

As the financial planning industry is continuously evolving, which has been amplified in response to the pandemic and a rapidly growing number of clients in the X and Y generations, the monthly retainer model has become the preferred fee structure for...

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 you...

Many professionals around the globe are working from home to prevent the spread of the novel coronavirus (COVID-19). In the era of social distancing, working from home can feel lonely and overwhelming. For many, it is a big adjustment, and developing a...

The AdvicePay company culture is fueled by our team members. We pride ourselves in having a fun, innovative, and engaging team that loves showing up every day to get the "job" done. 

For this month's team member spotlight, we talked to Cassie Jackson,...

The AdvicePay company culture is fueled by our team members. We pride ourselves in having a fun, innovative, and engaging team that loves showing up every day to get the "job" done. 

For this month's team member spotlight, we talked to Aaron Lindstrom,...

The AdvicePay company culture is fueled by our team members. We pride ourselves in having a fun, innovative, and engaging team that loves showing up every day to get the "job" done. 

For this month's team member spotlight, we talked to Honor Randall,...

The AdvicePay company culture is fueled by our team members. We pride ourselves in having a fun, innovative, and engaging team that loves showing up every day to get the "job" done. 

For this month's team member spotlight, we talked to Isaac Noda, Lead...

AdvicePay is what it is because of the people who work here. We are lucky to have some extremely talented team members in our ranks, so we thought we would tell you more about these individuals. Why do they work here? What do they do in their free time?...

In December, we launched some pretty serious email upgrades that we're excited to share, and also knocked out a fat stocking's worth of other upgrades and fixes. These small, sweet changes are sure to get your new year started right without...