AdvicePay Enterprise User Blog

How to Justify the Fee-For-Service Model to Clients

July 24, 2020 By: Honor Randall

As fee-for-service financial planning continues to be a growing trend in the financial industry, it’s hard not to compare it to Assets Under Management (AUM), especially when working with pre-retirees and retirees. While AUM is based on growing and...

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Topics: Retainer Model, Practice Management

How Often Should I Bill My Clients?

May 13, 2020 By: Honor Randall

AdvicePay may make it easy for your clients to make automatic recurring payments, but you’ll still need to decide what frequency -- monthly, quarterly, or semi-annual -- works best for you and your clients. While it’s certainly important to take your...

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Topics: Retainer Model, Practice Management