AdvicePay Financial Advisor Community Blog

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

Building a Repeatable Client Onboarding Process

November 02, 2021 By: Lana Dalton

As you are starting to get your financial planning practice up and running, creating consistent workflows for business processes will be one of your top priorities. 

When your business starts to grow and you add more staff and advisors, the number of...

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Topics: Fee-For-Service, Client Relationships

Tips from a Happiness Hero: How to Transition Your Clients to AdvicePay

October 14, 2021 By: Ashley Rumschlag

Are you ready to introduce AdvicePay to your clients? We’d love to help with the transition!

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Topics: Client Relationships

September 2021 Release Notes

October 07, 2021 By: Mary Moore

You may have noticed that we didn’t have any release notes last month! This is because our Engineering team had their heads down performing some code wizardry to deliver some BIG enhancements to our Enterprise platform. (We didn’t want to spoil the...

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Topics: Release Notes

How to Retain Generational Wealth Through Fee-for-Service Offerings

September 30, 2021 By: Lana Dalton

“Generational wealth.” If the term seems familiar, it’s no surprise! This buzzword has taken over headlines within the financial space in recent months, and it shows no signs of fading. But what exactly does it mean, and why is it worth your attention?

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Topics: Fee-For-Service