AdvicePay

People are more than willing to pay for financial advice, so it should be easy to get paid for it! Our CEO, Alan Moore, recently joined Chip Kispert of Beacon Strategies, LLC to discuss the growing demand for fee-for-service financial planning, the value of quality financial advice, and the industry shift from product sales to financial planning. Listen now: https://hubs.la/Q02YhsWq0

Building a competitive edge: technology as a catalyst for advisor growth | InvestmentNews At AdvicePay, we understand the power of technology to empower financial advisors. As Erik Smith, SVP of Wealth Planning and Product Management at LPL Financial, says: "We knew that improved technology would allow firms to offer fee-based services more easily and generate new revenue streams while freeing up some of our staff to take on direct client-facing roles." This is precisely the impact AdvicePay is delivering for LPL Financial. We're proud to be their partner in modernizing financial planning with a comprehensive solution that goes beyond payments. By streamlining fee-for-service operations and automating processes, LPL has seen incredible results: ?? Doubled financial planning revenue in 3 years ?? Increased efficiency and advisor satisfaction ?? Enhanced the client experience with transparent fees ?? Advisors who charge for advice grow twice as fast as their peers Read more about LPL's success story: https://hubs.la/Q02WVbVN0

?? Q3 is officially in the books! Our team had a wonderful time in Bozeman, where many remote members gathered to kick off Q4 with renewed energy. Embracing our theme of “refresh,” we focused on collaboration, innovation, and, of course, enjoyed some delicious meals together! ??? We’re excited about what’s in store for this new quarter as we work to finish the year strong with a focus on helping our customers live their best lives. Here’s a look at what went on behind the scenes!

We are incredibly honored to announce that AdvicePay has been named Employer of the Year by Bozeman Professional Women (BPW), reflecting our intentional and continuous efforts to champion the growth and advancement of women within the workplace— a commitment we’ve always prioritized through our culture, leadership, and everyday actions. This award means a lot to us and is a testament to the amazing people who have helped make AdvicePay what it is today. We couldn’t be more proud to continue building a workplace where growth has no limits, and opportunity is accessible to all. A heartfelt thank you to BPW for the recognition and incredible work you do to uplift women and foster professional growth across the Gallatin Valley. ?? #EmployerOfTheYear #WomenInBusiness #BPWAwards #CompanyCulture #WomenInTheWorkplace Juniper Emnett Meghan Rauber, SHRM-SCP, SPHR Shannon Beck Kelsey Lewis Mary Moore Alan Moore

XYPN Live attendees: We're excited to be here! Join us at Booth 407 for a demo, Q&A, or just to grab some swag. See you there! Ryan White, MBA Joseph Spencer Jesse Hoffmann Ashley Rumschlag Kaitlyn Reiman Krista Thibodeau #XYPNLive #FinancialAdvisors #FeeforService

It's not too late to register! Join us in 1 hour for a 30-minute overview of one of our most popular features-- the fee calculator. Sign up here: https://lnkd.in/gBgxf-G7

7 Lessons Learned Launching A Sustainable Business Model To Serve (And Attract!) Profitable Millennials And Gen Z Clients | Kitces.com A key insight from this recent article on next-gen clients: They want a partner who can guide them through life’s complexities, not just their portfolios. The next generation—Millennials and Gen Z—seek more than just traditional investment advice. They value human connection, customized planning, and access to alternative investments. At AdvicePay, we understand the shift. We’ve seen firsthand how fee-for-service billing helps you offer scalable, flexible solutions to next-gen clients that meet the needs of busy, tech-savvy clients who are still in the wealth-building phase. ?? As the article notes, next-gen clients might not be immediately profitable, but the long-term value of recurring revenue and lasting relationships is worth the investment. Ready to serve the next generation of clients? Let’s chat! ?? Read more: https://hubs.la/Q02RxtMq0 #FeeForService #FinancialPlanning #NextGen

#TeamMemberSpotlight - Meet Ryan White, MBA, our incredible Head of Customer Success! In just two months, Ryan has already made a huge impact on our team, consistently demonstrating our core value of “win together, lose together.” His dedication to providing top-notch customer experiences is inspiring. Fun facts about Ryan: ?? : He once offered Harrison Ford a donut. ???: He has been a Boston Bruins fan for life! ???: He went to school at Montana State University for his undergrad and Boston University for his MBA. Ryan’s 3-word description of AdvicePay: Innovative, mission-driven, and collaborative. Welcome aboard, Ryan! We’re excited to have you with us! ??? #TeamAdvicePay #TeamMemberSpotlight

Join Joseph Spencer this October for a showcase of some of our platform's powerful features, with in-depth sessions on: - eSignature: Create customized planning agreement templates that auto-fill with client and invoice data - Fee Calculator: Quickly determine the right fees for an engagement with customizable fee calculators based on income, net worth, complexity, or other factors Don’t miss this opportunity to learn and grow with AdvicePay! Follow the links below to register. ?? ???10/1 eSignature: https://hubs.la/Q02RvhHy0 ???10/8 Fee Calculator: https://hubs.la/Q02RvhDN0

?? Struggling with how to price your fee-for-service financial planning? You’re not alone! The right pricing strategy is all about balancing client expectations with the unique value you offer. Whether it’s flat fee, tiered, project-based, or hourly—your pricing structure matters. But what’s even more important? Confidence in your pricing decisions. ?? Pro tip: Once you choose a structure, map out the details—set your rates, plan out your payments, and decide on the best frequency for your clients. Our comprehensive guide takes the guesswork out of pricing, with step-by-step tips to help you set competitive fees and build a profitable practice. Plus, we’ve included a handy worksheet to get you started! ?? Download now: https://hubs.la/Q02QZpw20