AdvicePay Fee-Based Planning Blog

As your firm introduces fee-for-service financial planning to your clients, you may be considering a variety of services to offer that align with your areas of expertise as well as the interests of clients. This overlap is known as the product-market...

Here at AdvicePay, we know that the time between Thanksgiving and New Years can be incredibly busy. Many of us are taking vacation, traveling, and trying to wrap up projects before the end of the year. 

Who has time to fill out specific payment information on financial agreements, track every single signature obtained on documents by your clients, and then also remember to send the payment request? Maybe some, but if we're being honest...who really...

Managing the many process components of fee-for-service financial planning as volume grows is increasingly challenging for Enterprise home offices. Firms must track and confirm a myriad of moving pieces, such as: Is there a completed agreement on file...

Having confidence in how fees are calculated is a top priority for financial advisors. That's why we have a fee calculator within our app to allow advisors to calculate their fees -- and even tie them to a client’s invoice! This powerful tool allows you...

As a financial advisor, you want to provide your clients with responsive service, proactive communication, and an overall exceptional experience. A critical piece of ensuring that your clients are delighted is knowing both what your clients experience in...

As disappointing as it is to open that Russell Stover's box and be confronted with a few sad fruit filled chocolates, it's even worse to deal with disappointing results around your billing and payment solution. So, in the spirit of sharing the love this...

Is your practice ready to stretch beyond the AUM model and start growing through fee-for-service offerings? AdvicePay is here to help advisors grow their businesses in 2021 and beyond. 

Integrated WealthCare is a multi-specialty wealth management firm, serving the unique needs of physicians and medical professionals. They have over fifteen years of experience guiding physicians in the development of personal financial success, designing...

Does my client have to approve their ongoing payment each time? Of all the questions we receive, this is one we hear most often.The simple answer is a resounding, “NO!”