AdvicePay Financial Advisor Community Blog

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

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

How to Confidently Communicate the Value for the Fee That You Charge

August 12, 2021 By: Lana Dalton

As you are getting prepared to onboard with a new client, you likely have every note in order and all paperwork expertly prepared. (After all, processes and preparedness make all the difference in communicating professionalism to your clients!)

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Topics: Practice Management, Client Relationships

5 Q&As About What Your Clients Experience in AdvicePay

June 30, 2021 By: Erika Madden

As a financial advisor, you want to provide your clients with responsive service, proactive communication, and an overall exceptional experience. A critical piece of ensuring that your clients are delighted is knowing both what your clients experience in...

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Topics: User Experience, Client Relationships

Building Trust as a Financial Advisor

May 28, 2021 By: Lana Dalton

Trust is a financial advisor’s most valuable asset. Building trust in every step of a client’s journey from the very beginning of the relationship creates a long-lasting and authentic partnership. With an ever-changing financial advisory landscape in...

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Topics: Practice Management, Client Relationships

5 Common Sales Mistakes to Avoid as a Financial Advisor

April 23, 2021 By: Isabelle McGrail

As a financial advisor, selling yourself is a considerable portion of your job. While selling yourself can sometimes feel daunting and involve continual shifts in strategy, you can expedite your journey to perfecting your sales approach by identifying...

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Topics: Practice Management, Client Relationships, Sales

Our Top 10 Blogs of 2020

January 14, 2021 By: Shannon Beck

In 2020, we covered a lot on our blog —fee-for-service tactics, marketing strategies, virtual work tips, pricing strategies, and more!As we jump into a new year, let's review our top 10 most-read blog posts of 2020.

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

Who is the Fee-For-Service Client? (And Why You Want Them at Your Practice)

November 06, 2020 By: Honor Randall

While younger generations have become the face of fee-for-service clients, they aren’t the only folks who can benefit from this unique model. Advisors are having great success in working with various clients of all ages, financial situations, and...

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