AdvicePay Financial Advisor Community Blog

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