AdvicePay Financial Advisor Community Blog

Services You Can Provide Under the Fee-for-Service Model

June 09, 2022 By: Bill Winterberg, CFP®

As your firm introduces fee-for-service financial planning to your clients, you may be considering a variety of services to offer that align with your areas of expertise as well as the interests of clients. This overlap is known as the product-market...

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Topics: Compliance, Retainer Model, Practice Management, User Experience, Fee-For-Service, Enterprise

April 2022 Quarterly Release Notes

April 06, 2022 By: Erika Madden

Welcome to AdvicePay’s quarterly release notes! After a break this winter to give our team the space to focus on some big projects, we’re ushering in spring with a full tour of the most popular new features. We’ve got updates all over our platform, so...

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Topics: Release Notes

How to Generate 5-Figure Flat Fees for Service: A Conversation with Michael Kitces & Bill Bachrach

March 14, 2022 By: Shannon Beck

Last week, we sat down with Michael Kitces and Bill Bachrach and had a conversation all about fee-for-service.

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Topics: Practice Management, Fee-For-Service, Client Relationships

Celebrating $200 Million in Financial Planning Fees + A Message From Alan Moore, CEO

March 10, 2022 By: AdvicePay

Cue the confetti, because today we are celebrating a major milestone! 🎉 AdvicePay has officially processed over $200 million in financial planning fees!

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Topics: Fee-For-Service

How to Structure and Establish Pricing

February 23, 2022 By: Honor Randall

Without a doubt, one of the top questions we hear from advisors implementing fee-for-service is, “How do I structure and establish my pricing?” 

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Topics: Practice Management, Fee-For-Service

Reflections on AdvicePay’s 15th Quarterly Team Retreat

February 09, 2022 By: Erika Madden

Here at AdvicePay our team just wrapped up our 15th quarterly retreat at our office headquarters in beautiful Bozeman, Montana.

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Topics: AdvicePay Culture

Best Of the AdvicePay Blog 2021

January 06, 2022 By: 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...

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

3 Reasons to Sign Up for AdvicePay Before the New Year

December 21, 2021 By: Isabelle McGrail

Here at AdvicePay, we know that the time between Thanksgiving and New Years can be incredibly busy. Many of us are taking vacation, traveling, and trying to wrap up projects before the end of the year. 

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Topics: User Experience

Our Top 5 eSignature Tips and Tricks

December 03, 2021 By: Ashley Rumschlag

Who has time to fill out specific payment information on financial agreements, track every single signature obtained on documents by your clients, and then also remember to send the payment request? Maybe some, but if we're being honest...who really...

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Topics: User Experience, Integrations

Webinar Replay: A Conversation with Michael Kitces & Bill Bachrach

November 18, 2021 By: Shannon Beck

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.

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Topics: Practice Management, Fee-For-Service, Client Relationships