AdvicePay Financial Advisor Community Blog

Why Pricing Shouldn’t Be an Issue with AdvicePay

May 17, 2018 By: Alan Moore, MS, CFP®

Lately we’ve noticed a trend of more and more advisors moving to a fee-for-service model, and often once they try it out, they find it is the best solution for their business. Removing the monthly time investment required to process invoices and payments can be a huge advantage with this type of service. That is why companies choose to utilize a platform like AdvicePay that can be leveraged to accept and manage payments easily and seamlessly, while still remaining compliant. With more time freed up, you can focus on getting more work done for your clients.

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Topics: Retainer Model