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
- Building a Client Services Calendar
- How to Charge for What You’re Giving Away for Free
- Services You Can Provide Regularly to Clients Under the Fee-for-Service Model
- How to Market Yourself Virtually as a Financial Advisor
- 5 Things People Get Wrong About Fee-for-Service
- Building a Repeatable Client Onboarding Process
- How to Confidently Communicate the Value for the Fee That You Charge
- The Non-AUM Clients You Should be Working With
- 5 Common Sales Mistakes to Avoid as a Financial Advisor
- How Often Should I Bill My Clients?
Bonus Content:
- Fee-for-Service Financial Planning: A Conversation with Michael Kitces & Bill Bachrach
- Billing Best Practices
- Who is the Fee-for-Service Client?
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! 💙
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.