Cue the confetti, because today we are celebrating a major milestone! 🎉 AdvicePay has officially processed over $200 million in financial planning fees!
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
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
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.
Topics: Practice Management, Fee-For-Service, Client Relationships
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...
Topics: Fee-For-Service, Client Relationships
“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?
Topics: Fee-For-Service
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...
Topics: User Experience, Fee-For-Service
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...
Topics: Compliance, Practice Management, Fee-For-Service
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...
Topics: Practice Management, Fee-For-Service
It’s no secret that the financial industry has evolved leaps and bounds over the last few decades. We’ve said “so long!” to the days where clients look to financial professionals just to help them pick and choose stocks on their behalf. Nor do people...
Topics: Practice Management, Fee-For-Service