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

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

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

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

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

Webinar Replay: Fee Calculator Demo

September 10, 2021 By: Andre Brown

Having confidence in how fees are calculated is a top priority for financial advisors. That's why we have a fee calculator within our app to allow advisors to calculate their fees -- and even tie them to a client’s invoice! This powerful tool allows you...

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Topics: User Experience, Fee-For-Service

6 Questions to Address with Your Billing & Payment Solution as a Financial Advisor

August 23, 2021 By: Lana Dalton

When starting out as a financial planning professional, getting paid is unquestionably one of the top priorities when establishing your business. It is key to properly vet solutions that allow you to send out invoices seamlessly, allow your clients to...

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Topics: Compliance, Practice Management, Fee-For-Service

Building a Client Services Calendar

July 27, 2021 By: Lana Dalton

As a financial advisor, how confident are you that your clients understand and appreciate the complete value of your services? If a question like this makes you nervous, you’re far from alone. According to a recent study, clients ranked the value they...

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Topics: Practice Management, Fee-For-Service