AdvicePay Financial Advisor Community Blog

One-time and Ongoing Services to Offer Under the Fee-for-Service Model

June 13, 2024 By: Jesse Hoffmann

With the fee-for-service model, you can customize service offerings for clients seeking advice who don’t (yet) have traditional portfolio assets to transfer to your firm’s custodian for full-time management. This approach allows you to engage these...

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Topics: Practice Management, Fee-For-Service

Top Questions From The 2024 Fee-for-Service Trends and Insights Webinar

May 22, 2024 By: Cassie Jackson

Earlier this year, we released our 2024 Fee-for-Service Industry Trend Report, showcasing data from over 380,000 fee-for-service financial planning transactions processed through our platform in 2023. In our recent webinar, “Fee-for-Service Financial...

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

Introducing The eMoney and AdvicePay Integration

February 29, 2024 By: Honor Randall

We’re excited to announce that AdvicePay is now integrated with eMoney, one of the leading financial planning platforms in the industry.

For financial advisors using both AdvicePay and eMoney, here are 3 ways this new integration will help streamline...

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Topics: Practice Management, User Experience, Fee-For-Service, Client Relationships, Integrations, Enterprise

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....

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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...

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

Why Giving Away Financial Planning for Free May Hurt Your Practice

October 31, 2023 By: Shannon Beck

If you are still relying solely on the sale of products and working with clients through AUM (Assets Under Management), then you know that for most of its history, "getting paid" for financial planning has really been about giving away financial planning...

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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...

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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...

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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...

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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

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Topics: Practice Management, Fee-For-Service