Powered by innovative technologies, the financial planning business model is rapidly evolving into a sustainable fee-based revenue stream.
The financial services enterprise companies that have already empowered their advisors to implement the latest...
Topics: Compliance, Retainer Model, Practice Management, Fee-For-Service, Enterprise
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...
Topics: Compliance, Retainer Model, Practice Management, User Experience, Fee-For-Service, Enterprise
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...
Topics: Release Notes
Last week, we sat down with Michael Kitces and Bill Bachrach and had a conversation all about fee-for-service.
Topics: Practice Management, Fee-For-Service, Client Relationships
Cue the confetti, because today we are celebrating a major milestone! 🎉 AdvicePay has officially processed over $200 million in financial planning fees!
Topics: Fee-For-Service
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?”
Topics: Practice Management, Fee-For-Service
Here at AdvicePay our team just wrapped up our 15th quarterly retreat at our office headquarters in beautiful Bozeman, Montana.
Topics: AdvicePay Culture
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...
Topics: Marketing, Practice Management, Fee-For-Service, Sales
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.
Topics: User Experience
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...
Topics: User Experience, Integrations