We’re excited to announce that AdvicePay is now integrated with eMoney, one of the leading financial planning platforms in the industry.
For financial advisors using both AdvicePay and eMoney, here are 3 ways this new integration will help streamline...
Topics: Practice Management, User Experience, Fee-For-Service, Client Relationships, Integrations, Enterprise
At AdvicePay, our commitment to our customers goes beyond providing a platform. We constantly strive to deliver features that boost productivity, streamline workflows, and drive your success. In line with our dedication to meeting your needs, we are...
Topics: Feature Releases, User Experience
Without a doubt, one of the top questions we hear from advisors implementing fee-for-service is, “How do I structure and establish my pricing?”
Topics: Practice Management, Fee-For-Service
It’s no secret that the financial industry has evolved leaps and bounds over the last few decades. We’ve said “so long!” to the days where clients look to financial professionals just to help them pick and choose stocks on their behalf. Nor do people...
Topics: Practice Management, Fee-For-Service
In the past, I’ve written about incorporating fee-for-service offerings for existing AUM clients as a way to add flexibility to your fee structure and drive revenue. From Quickstart Sessions to 401(k) advice, there are a number of ways you as an advisor...
Topics: Practice Management, Fee-For-Service
Over at AdvicePay, our entire team has been buzzing about the launch of our newest feature: Deliverables!
Topics: Practice Management, Enterprise
While the fee-for-service revolution continues to change the landscape of financial planning, many advisors aren’t quite sure how to incorporate it seamlessly into their practice. It can seem daunting to change your current way of doing business, or even...
Topics: Practice Management, Fee-For-Service
The world is a much different place than it was five or ten years ago. Really, a lot has changed in just one single year. Technology’s already quick takeover saw an immediate uptick when so many companies went remote due to COVID-19. Although the dust...
Topics: Practice Management, Fee-For-Service, Enterprise
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...
Topics: Practice Management, Fee-For-Service, Client Relationships
In our modern world, financial planning clients are drawn more and more to transparency. With the advent of the virtual firm, you’re no longer competing with advisors in just your geographical area, but an array of financial planners across the country....
Topics: Practice Management