AdvicePay Financial Advisor Community Blog

Sean Fannon

Sean Fannon
Sean is an Enterprise Sales Director and enjoys helping clients implement or expand their fee-for-service business! Sean graduated from Montana State University (#GoCats!) in Business Marketing and went on to support CPG and CE clients at retail before bringing his skills to the AdvicePay team. When Sean isn’t meeting with prospective clients, you can find him snowboarding, trying to keep his two children entertained, milling around the garden, or performing improv at Last Best Comedy downtown.
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Recent Posts

Unlocking the Power of AdvicePay: Revolutionizing Fee-for-Service Financial Planning and Driving Advisor Adoption

May 17, 2023 By: Sean Fannon

Historically, financial advisory firms faced significant challenges in implementing and scaling fee-for-service financial planning due to the complexities of management and compliance associated with fee-for-service billing. This limitation resulted in...

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