AdvicePay Financial Advisor Community Blog

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

Free Tools to Step Up Your Marketing Game

November 23, 2020 By: Shannon Beck

If you are a financial advisor hoping to grow your business, it is imperative that you have a marketing plan in place. The value of effective marketing is irreplaceable -- it helps you cultivate your client base, maintain your brand, and grow your...

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Topics: Marketing, Practice Management

Five Things Financial Advisors Can Do To Improve Their Website Performance

November 13, 2020 By: Lena Haines

Your website is probably the most essential tool you have when converting prospects or retaining existing clients. It should be a place that clearly explains the services you provided while also offering value. The keyword there is value. I will give...

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Topics: Marketing

How to Market Yourself Virtually as a Financial Advisor

October 07, 2020 By: Shannon Beck

It is no secret that 2020 has pushed many advisors into going virtual. It is also no secret that people need financial advice now more than ever. So, as a financial advisor, how do you sell and market yourself to prospective clients virtually? Check...

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Topics: Marketing, Practice Management

Quick Tips for Selling, Working, and Staying Sane at Home

August 31, 2020 By: Lena Haines

My feelings concerning working from home are about 50% FOR working from home, and 50% longing to be back in the office. I miss the days of routine, getting into "work mode" when stepping into the office, putting on real pants that include buttons, and...

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Topics: Marketing, Practice Management, AdvicePay Culture

Financial Advisor Marketing - Best targets for retainer fees

July 24, 2018 By: Alan Moore, MS, CFP®

If you’ve decided to make the switch from a commission-based model to a retainer fees model in your financial advisory business, congratulate yourself. You are clearly up-to-date with the latest trends in your industry and have the gumption to explore...

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Topics: Retainer Model, Marketing

How to justify the advisor retainer model to clients

July 10, 2018 By: Alan Moore, MS, CFP®

Writing a financial planning business model that adheres to the trends of a changing market can be a daunting task, primarily because the industry is in the midst of a paradigm shift. In the Assets Under Management (AUM) model that previously...

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Topics: Retainer Model, Marketing

Fee-for-Service Financial Advisor Model

May 22, 2018 By: Alan Moore, MS, CFP®

The financial advisory industry is currently going through tremendous changes. Getting paid as an advisor used to be easy. Advisors simply either got paid a commission or charged an asset management fee.   

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Topics: Retainer Model, Marketing