AdvicePay Financial Advisor Community Blog

Financial Advisor Value Proposition for Retainers

July 03, 2018 By: Alan Moore, MS, CFP®

So, you’ve decided to scale your financial planning business in the direction of a younger market. You have understood the worth of including Gen X and Y’ers in your client scope. With this expansion comes the need to reconfigure your fee structure...

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Topics: Retainer Model

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

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...

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Topics: Retainer Model