AdvicePay Financial Advisor Community Blog

July 2020 Release Notes

August 06, 2020 By: Erika Madden | Happiness Hero

Sometimes it is the little things that make a big difference -- like expanding our "Mark as Paid Feature." However, there's no doubt that the big things also make a big difference. In addition to bug fixes and product updates, we also released a...

Read More

Topics: Release Notes

How to Justify the Fee-For-Service Model to Clients

July 30, 2020 By: Honor Randall

As fee-for-service financial planning continues to be a growing trend in the financial industry, it’s hard not to compare it to Assets Under Management (AUM), especially when working with pre-retirees and retirees. While AUM is based on growing and...

Read More

Topics: Practice Management, Fee-For-Service

Success Stories: Chad Chubb, CFP®, CSLP®, WealthKeel LLC

July 21, 2020 By: Shannon Beck

Chad Chubb is a Certified Financial Planner™, Certified Student Loan Professional™, and the founder of WealthKeel and lead advisor.

He’s passionate about working with physicians and their families to create financial plans that take complex...

Read More

Topics: Case Studies

AdvicePay Fee Calculator: Calculate Your Fees Quickly and Easily

July 15, 2020 By: Honor Randall

Once you determine the best method for calculating fees, the next step is actually calculating fees for each client. Fee calculations can vary greatly, from basic flat fees to complexity based fees. However you’re getting there, our fee calculator...

Read More

Topics: Practice Management, User Experience

3 Things Your Clients Should Know About AdvicePay

July 09, 2020 By: Honor Randall

Whether you’re migrating from check collection or another electronic payment platform, some clients may wonder why you’ve chosen to use AdvicePay. While they likely don’t need to know all the inner workings, there are a few talking points that can...

Read More

Topics: Practice Management

June 2020 Release Notes

July 06, 2020 By: Erika Madden | Happiness Hero

Last month, we spent a lot of time making updates to our eSignature functionality. You will also be excited to learn that we pushed a bunch of bug fixes and other product updates live.

Check out our release notes below to get the scoop on everything...

Read More

Topics: Release Notes

Success Stories: Kaleb Paddock, CFP®, Ten Talents Financial Planning, LLC

June 25, 2020 By: Shannon Beck

Kaleb Paddock, CFP®, is the Founder of Ten Talents Financial Planning. Founded in August 2018 in Parker, Colorado, Ten Talents Financial Planning is rooted deep in bringing confidence and clarity to their clients' financial situation. As a fiduciary...

Read More

Topics: Case Studies

How to be AdvicePay Happy: eSignature Tips

June 22, 2020 By: Ashley Rumschlag

We live in a digital age and our world is increasingly moving away from paper and pens to the convenience of applying signatures via screens and technology. The process of gathering signatures is a common productivity killer -- why waste time printing...

Read More

Topics: User Experience

Using Tiered Service Offerings For Fee-For-Service Financial Planning

June 12, 2020 By: Honor Randall

It’s no secret that there are a few ways to price your fee-for-service offerings. One potential solution for your practice is to offer different service tiers that align with clients’ goals, needs, and budgets.

Read More

Topics: Practice Management

Benefits of the AdvicePay Client Portal

June 09, 2020 By: Honor Randall

One unique feature of AdvicePay is that your clients don’t have to set up a client portal to make payments. While we offer this flexibility to make it simple for clients (and to accommodate those who just don’t want another set of log-in credentials),...

Read More

Topics: Practice Management, User Experience