As a financial advisor, you rely heavily on technology to keep up with market changes, client communication, portfolio management, billing, and more. But with so many broker-dealers out there, how do you choose the one with the tech stack that not only...
Topics: Practice Management, User Experience, Fee-For-Service, Enterprise
If you are still relying solely on the sale of products and working with clients through AUM (Assets Under Management), then you know that for most of its history, "getting paid" for financial planning has really been about giving away financial planning...
Topics: Practice Management, Case Studies, Fee-For-Service, Sales, Enterprise
Selecting the right billing and payment solution for your firm is crucial.
Seriously, this decision can make or break your efficiency, client satisfaction, and overall success. So, as you’re going through the process of evaluating different solutions,...
Topics: Fee-For-Service, Integrations
Many financial advisors grapple with the idea of focusing on a niche. You may fear that narrowing your target market will limit your opportunities for growth and success. However, research and experience show that the opposite is true. Focusing on a...
Topics: Practice Management, Fee-For-Service
Last week, we sat down with Michael Kitces and Bill Bachrach and had a conversation all about fee-for-service.
Topics: Practice Management, Fee-For-Service, Client Relationships
It’s hard to believe that we are waving goodbye to 2021 and entering a new year! As a final send-off, we’ve compiled our top 10 most-read blogs of 2021. It’s a great way to reflect on the year, and also gives you a chance to peruse any articles you may...
Topics: Marketing, Practice Management, Fee-For-Service, Sales
Earlier this month, we had the opportunity to sit down with industry experts Michael Kitces and Bill Bachrach for a conversation all about fee-for-service.
Topics: Practice Management, Fee-For-Service, Client Relationships
The financial planning business model is swiftly evolving. Gone are the days of when it was a time-consuming and complex loss-leader! In 2021 it is now being powered by advanced technology to become a highly lucrative fee-based revenue stream.
Topics: Compliance, Retainer Model, Practice Management, Fee-For-Service
In 2020, we covered a lot on our blog —fee-for-service tactics, marketing strategies, virtual work tips, pricing strategies, and more!As we jump into a new year, let's review our top 10 most-read blog posts of 2020.
Topics: Marketing, Practice Management, Fee-For-Service, Client Relationships
If you are a financial advisor hoping to grow your business, it is imperative that you have a marketing plan in place. The value of effective marketing is irreplaceable -- it helps you cultivate your client base, maintain your brand, and grow your...
Topics: Marketing, Practice Management