AdvicePay Financial Advisor Community Blog

Best Of the AdvicePay Blog 2021

January 06, 2022 By Shannon Beck
Shannon Beck

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 have missed along the way. 

Without further ado, here are our 10 most popular blog posts of 2021. (Plus a few bonuses at the end!)  🎉


Top 10 Blogs of 2021

  1. Building a Client Services Calendar
  2. How to Charge for What You’re Giving Away for Free
  3. Services You Can Provide Regularly to Clients Under the Fee-for-Service Model
  4. How to Market Yourself Virtually as a Financial Advisor
  5. 5 Things People Get Wrong About Fee-for-Service
  6. Building a Repeatable Client Onboarding Process
  7. How to Confidently Communicate the Value for the Fee That You Charge
  8. The Non-AUM Clients You Should be Working With 
  9. 5 Common Sales Mistakes to Avoid as a Financial Advisor
  10. How Often Should I Bill My Clients?


Bonus Content: 


We look forward to bringing you more informative blogs, webinars, and feature updates in the new year! Do you have thoughts for us on what you want to see on the blog in 2022? If so, we invite you to go ahead and drop them in the comments below. 

From the entire team at AdvicePay, Happy New Year! 💙

Team Photo 2020


Posted by Shannon Beck

In her role, Shannon oversees all aspects of AdvicePay’s marketing and brand communications. Her experience in marketing for continuing education and tech companies means that she’s both a learner and a teacher through her work. When she’s not using her creative skills to help folks learn about AdvicePay and how to get the most out of it, you can find her kayaking, camping, and trying out new recipes with her husband. Born in Baltimore, she’s still an avid Raven’s fan, cheering from Montana.

Topics: Marketing, Practice Management, Fee-For-Service, Sales