AdvicePay Financial Advisor Community Blog

Billing on Held-Away Accounts: Unveiling the Perfect Union of AdvicePay and Pontera

February 14, 2024 By: Jesse Hoffmann

Are you aware that you have the capability to streamline billing on held-away accounts using AdvicePay and Pontera? Your expertise in advising on 401(k) retirement plans deserves proper compensation, even when direct billing to the plan isn't feasible....

Read More

Topics: Practice Management, Fee-For-Service, Integrations, Enterprise

Ensuring Ironclad Security: A Closer Look at How AdvicePay Keeps Your Data Secure

November 30, 2023 By: Scott Doty

Efficient. Compliant. Secure. 

In today's increasingly digital world, financial transactions and data are constantly at risk from cyber threats. The wealth management industry, in particular, must be vigilant when it comes to safeguarding sensitive...

Read More

Topics: Practice Management, Case Studies, Fee-For-Service, Sales, Enterprise

Why Giving Away Financial Planning for Free as a Financial Advisor May Haunt Your Practice

October 31, 2023 By: Shannon Beck

As Halloween night approaches with its haunted houses, creepy costumes, and ghoulish tales, you might be tempted to join in on the spirit of giving away financial planning for free. If you are still relying solely on the sale of products and working with...

Read More

Topics: Practice Management, Case Studies, Fee-For-Service, Sales, Enterprise

Calculating the ROI of AdvicePay: An Investment Worth Every Penny

October 11, 2023 By: AdvicePay

When you're scouting for cutting-edge tech solutions for your firm, what's at the top of your checklist? Whether you are aiming to boost productivity, keep a competitive edge, or seamlessly expand your operations, it all boils down to one crucial metric...

Read More

Topics: Practice Management, Case Studies, Fee-For-Service, Sales, Enterprise

The Power of Niche Marketing as a Financial Advisor

August 09, 2023 By: Shannon Beck

Many financial advisors grapple with the idea of focusing on a niche. You may fear that narrowing your target market will limit your opportunities for growth and success. However, research and experience show that the opposite is true. Focusing on a...

Read More

Topics: Practice Management, Fee-For-Service

Unlocking the Power of AdvicePay: Revolutionizing Fee-for-Service Financial Planning and Driving Advisor Adoption

May 17, 2023 By: Sean Fannon

Historically, financial advisory firms faced significant challenges in implementing and scaling fee-for-service financial planning due to the complexities of management and compliance associated with fee-for-service billing. This limitation resulted in...

Read More

Topics: Compliance, Retainer Model, Practice Management, User Experience, Fee-For-Service, Enterprise

This Secure Act 2.0 Provision Expands Fee-for-Service Planning Opportunities for Small Business Clients and Their Employees

April 26, 2023 By: Bill Winterberg, CFP®

Fee-for-service financial planners can help small business clients maximize expanded tax credits by establishing a new retirement plan for employees

Read More

Topics: Practice Management, Fee-For-Service

What's New? Three Key Trends From AdvicePay's Latest Report On Fee-for-Service Financial Planning

April 12, 2023 By: AdvicePay

The economic challenges of 2022 combined with the rapid increase of inflation and interest rates motivated clients to seek out more than just investment management services from financial professionals. People not only want real financial planning, they ...

Read More

Topics: Compliance, Retainer Model, Practice Management, User Experience, Fee-For-Service, Enterprise

Webinar Replay: Scaling Fee-for-Service Into a Revenue Center for Your Enterprise with Michael Kitces & Alan Moore

March 03, 2023 By: Valerie Gravage

I recently met with two of the leading names in fee-for-service financial planning, Alan Moore and Michael Kitces, during an open-format discussion that allowed wealth management leadership from across the U.S. to ask their most pressing questions.

Read More

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

2022 AdvicePay Year in Review

January 25, 2023 By: Mary Moore

For financial advisors like you, 2022 was a big year. From working with next-gen clients and producing more revenue to transforming how financial advice is delivered to your clients, you have done fantastic work this past year!

Read More

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