AdvicePay

How can adopting the fee-for-service model enhance your financial advisory practice? Here are a couple of the benefits— 1️⃣ Minimize Conflicts of Interest: When clients pay directly for your advice, you’re free to focus solely on their best interests—no product sales or competing incentives involved. This builds trust and fosters long-term relationships. 2️⃣ Increase Fee Transparency: A fixed fee means no complicated pricing structures to explain. Your clients will appreciate the clarity and simplicity, making financial planning feel like just another regular expense. 3️⃣ Expand Your Client Pool: With a fee-for-service approach, you can reach a broader audience beyond high-net-worth individuals. This includes clients with diverse financial situations who are ready and willing to invest in your expertise. Read more here: https://hubs.la/Q02Mzv3y0

Curious how AdvicePay makes it easy to streamline your client agreements and get paid? Our interactive demo offers a hands-on experience to see the difference. 👀 Explore features at your own pace ✨ See practical applications in action 📊 Uncover the benefits for your firm Join the thousands of advisors who have already chosen AdvicePay. Start the demo now: https://hubs.ly/Q02M79pL0 #AdvicePay #ClientManagement #InteractiveTour

Tech-Savvy Advisors Have Better Client, Asset Growth Rates, Cerulli Says | Financial Advisor Magazine Research from Cerulli Associates confirms that practices using technology are doing a better job growing their client base and assets under management. Why? Technology frees up advisors to focus on what matters most — building strong client relationships. At AdvicePay, we’ve seen the impact of technology firsthand. One firm using our platform achieved a 25% YoY increase in their fee-based planning program after implementation. Read the full article here: https://hubs.la/Q02LVSwM0 #FinTech #FinancialAdvisor #FinancialPlanning

Another quarter, another level up! 🚀 Our team just wrapped a powerful week of strategic planning focused on building stronger connections. By strengthening our internal collaboration and deepening our understanding of your needs, we’re laying the groundwork for an incredible Q3. These connections fuel our innovation and drive us to deliver even more value. Cheers to a fantastic next few months! 🎉 #teamwork #Q3Kickoff #PlanningInAction #Connection #AdvicePay

We understand the unique challenges of scaling fee-for-service financial planning. That’s why AdvicePay was built by advisors, for advisors. Our co-founders, Alan Moore and Michael Kitces, experienced these pain points firsthand. We’ve created a platform to streamline your operations, boost revenue, and enhance the client experience. Want to learn more? Download our platform overview to see how AdvicePay can benefit your firm: https://hubs.la/Q02K-dj40

Do you have a passion for building innovative products that solve real problems? We’re looking for a Product Owner to join our growing team at AdvicePay! You’ll play a pivotal role in shaping the future of our product and ensuring it meets the needs of our users. Want to learn more? Check out the job listing and apply! 💼 Type: Hybrid 📍 Location: Remote or Bozeman, MT 🔗 Apply Today: https://hubs.la/Q02KPfxr0 #ProductOwner #TechCareers #JoinOurTeam #Hiring

Paperwork pile up? Not anymore! Some firms have cut down their paperwork by 27% after implementing AdvicePay. A key driver of this success is our eSignature integrations. Set up your document templates to automatically insert information from an AdvicePay invoice – like names, invoice amounts, and due dates. Plus, quickly find and review the agreements and invoices for any client. Watch this free webinar to see how eSignature with AdvicePay can boost your productivity: https://hubs.la/Q02Kv3rS0 #eSignature #ClientExperience #FinancialAdvisors #RIAs #BrokerDealers

#FinancialAdvisors, want to streamline your billing & payment operations? Join Joseph Spencer for our weekly demos. Every Tuesday at 2 pm MT. Discover how to automate your billing, payments, and eSignature process, saving you time and boosting efficiency. Don't miss this opportunity to learn from an AdvicePay expert! Register here: https://hubs.la/Q02Kdfz00

📉 The Financial Advisor Industry Has a Headcount Problem | Cerulli Associates The financial advisor industry is facing a significant headcount shortage, with retirements and rookie failure outpacing new recruits. While the report suggests more learning opportunities as a solution, we also believe that advanced technology also plays a huge role in attracting and retaining advisors. Here’s why: ⭐️ Modern advisors prioritize firms with powerful tech tools. ⭐️ Tech not only modernizes and scales your operations, but also expands capabilities for advisors to do things like fee-based planning. ⭐️ Tech empowers you to streamline workflows and free up your advisors' time for what matters most. Read the full article here: https://hubs.la/Q02K5vVm0 #FinancialAdvisors #FinTech #WealthTech #Recruiting #Growth

Why settle for a one-size-fits-most platform when you can have one that’s tailored just for you? At AdvicePay, we're all about fee-for-service financial planning—nothing else. While other platforms try to be everything to everyone, we're focused on supporting YOU and your fee-for-service business. What does this mean for you? Smooth billing, easy client management, and tools designed to fit right into your unique workflow. Stop settling for generic platforms. Learn about the difference between AdvicePay and other platforms: https://hubs.la/Q02JVxqY0