AdvicePay Financial Advisor Community Blog

One-time and Ongoing Services to Offer Under the Fee-for-Service Model

June 13, 2024 By: Jesse Hoffmann

With the fee-for-service model, you can customize service offerings for clients seeking advice who don’t (yet) have traditional portfolio assets to transfer to your firm’s custodian for full-time management. This approach allows you to engage these...

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Topics: Practice Management, Fee-For-Service

Top Questions From The 2024 Fee-for-Service Trends and Insights Webinar

May 22, 2024 By: Cassie Jackson

Earlier this year, we released our 2024 Fee-for-Service Industry Trend Report, showcasing data from over 380,000 fee-for-service financial planning transactions processed through our platform in 2023. In our recent webinar, “Fee-for-Service Financial...

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Topics: Practice Management, Fee-For-Service, Integrations, Enterprise

Introducing The eMoney and AdvicePay Integration

February 29, 2024 By: Honor Randall

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...

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Topics: Practice Management, User Experience, Fee-For-Service, Client Relationships, Integrations, Enterprise

Billing on Held-Away Accounts: Unveiling the Perfect Union of AdvicePay and Pontera

February 14, 2024 By: Jesse Hoffmann

Are you aware that you have the capability to streamline billing on held-away accounts using AdvicePay and Pontera? Your expertise in advising on 401(k) retirement plans deserves proper compensation, even when direct billing to the plan isn't feasible....

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Topics: Practice Management, Fee-For-Service, Integrations, Enterprise

Top 5 AdvicePay Blogs of 2023 for Forward-Thinking Financial Advisors and Wealth Management Firms

January 05, 2024 By: Kaitlyn Reiman

As we say goodbye to the transformative landscape of 2023, a year distinguished by substantial growth for both you and us, we wanted to take a moment to reflect and share some of our most valuable resources.

In the past year, we proudly unveiled our...

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Ensuring Ironclad Security: A Closer Look at How AdvicePay Keeps Your Data Secure

November 30, 2023 By: Scott Doty

Efficient. Compliant. Secure. 

In today's increasingly digital world, financial transactions and data are constantly at risk from cyber threats. The wealth management industry, in particular, must be vigilant when it comes to safeguarding sensitive...

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Topics: Practice Management, Case Studies, Fee-For-Service, Sales, Enterprise

Why Giving Away Financial Planning for Free May Hurt Your Practice

October 31, 2023 By: Shannon Beck

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...

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Topics: Practice Management, Case Studies, Fee-For-Service, Sales, Enterprise

Calculating the ROI of AdvicePay: An Investment Worth Every Penny

October 11, 2023 By: AdvicePay

When you're scouting for cutting-edge tech solutions for your firm, what's at the top of your checklist? Whether you are aiming to boost productivity, keep a competitive edge, or seamlessly expand your operations, it all boils down to one crucial metric...

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Topics: Practice Management, Case Studies, Fee-For-Service, Sales, Enterprise

Happiness Allies: Unmasking the Powerhouse Behind AdvicePay’s Customer Support Team

October 04, 2023 By: Ashley Rumschlag

A Customer-Centric Culture

In the ever-evolving landscape of the wealth management industry, one factor that remains constant is the paramount importance of customer support. At the heart of this mission lies the superheroes of AdvicePay’s success – our...

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Topics: User Experience, AdvicePay Culture, Client Relationships

Evaluating Your Billing & Payment Solution: Key Questions to Ask As a Financial Advisor

September 14, 2023 By: Shannon Beck

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,...

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Topics: Fee-For-Service, Integrations