@AdvicePay

AdvicePay is the industry-leading platform for managing billing, payments, and compliance in fee-for-service financial planning.

 Bozeman, MT
advicepay.com/
Joined May 2016
  • Tweets1.3K
  • Following411
  • Followers768
684Media
What happens to advisor payouts if your comp manager goes on vacation during payout week? In our live poll last week, 40% of firms said payouts get delayed or spark panic. Catch the webinar replay + grab our Comp Controls Self-Assessment Worksheet: hubs.la/Q04BkDS30
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Last call! Join us tomorrow at 11 AM MT for a practical look at building compensation processes that can scale. Register here: hubs.ly/Q04ztG2J0
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AI may be the technology everyone is talking about for 2027. But is it solving the right problem? Before adding another AI tool, firms should ask: What are we trying to fix? How will we measure success? And is AI really the answer? Read more: hubs.la/Q04z309d0

Why are you investing in AI? A smarter budgeting season gut check

Explore how to approach AI investments during budgeting season by focusing on specific business problems, measuring success, and ensuring effective integration.

blog.advicepay.com
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Wonder how fast-growing RIAs are structuring payouts and incentives to attract top advisors? Join us next week for a live session with Colton Pence, Head of AdvisorBOB. Having sat in this exact seat, Colton knows the operational headaches firsthand. hubs.la/Q04y-vHQ0
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Your RIA’s systems should work together, not create more work. We're joining @Wealthbox tomorrow at 2 PM ET to explore connected workflows that reduce admin, keep billing and client records in sync, and give your team more time back. 🔗 hubs.la/Q04yvrlp0
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Join Colton Pence, Head of AdvisorBOB, on October 8 at 11 AM MT for "What Good Compensation Controls Look Like as Your Firm Scales." Register here: hubs.la/Q04xVNk90
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Still chasing paper checks, emailed forms, and spreadsheet reminders? Your RIA’s workflow deserves an upgrade. We’re joining @Wealthbox on Sept. 30 at 12 PM MT to explore how connected workflows reduce admin and give your team time back. Register here: hubs.la/Q04xVPRj0
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#FutureProof2026 is underway! 🌴 Our team is on the ground in Huntington Beach talking fee-for-service billing with AdvicePay and advisor compensation with AdvisorBOB. If you’re here, come say hello. We’d love to hear what you’re working through as your firm grows.
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Our Fee-for-Service Industry Trend Report won Digital Marketing Campaign of the Year at the Wealthies 🏆 We’re proud to help advisors and firms better understand where fee-for-service planning is headed and what the data means for their businesses.
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Download the award-winning report here: info.advicepay.com/trends

2026 Fee-for-Service Industry Trend Report | Download | AdvicePay

Discover key insights on fee-for-service financial planning with the 2026 Fee-for-Service Industry Trend Report, including pricing benchmarks, technology trends, and strategies.

info.advicepay.com
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Heading to #FutureProof2026 next week? We’ll be in Huntington Beach talking about fee-for-service billing and advisor compensation, two workflows that get more complex as firms grow. AdvicePay + AdvisorBOB (by AdvicePay) help simplify both. Say hi if you see us!
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Your time is better spent on your clients, not the administrative work around getting paid. Let us handle that. Get started today: hubs.la/Q04x4pNs0
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AI can help teams build software faster. It can't own the compliance risk that comes with it. Read more: hubs.la/Q04wKPMf0 #Compliance #WealthManagement #FinTech
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Monthly subscriptions: ☕ Coffee 📺 Netflix 🎵 Spotify 🏋️ Gym 💼 Financial Planning Clients are already comfortable paying monthly for ongoing value. Why should financial planning be any different? We’ll give you a hint: it shouldn't. Learn more: hubs.la/Q04vr0F80
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Wrong answers only... why haven't you implemented AdvicePay? We'll go first: Chasing payments is our favorite networking activity. 👇 Your turn. What's your best (worst) excuse?
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Things you can do in under 10 seconds in 2026: - Buy a plane ticket - Send $500 to a friend - Order groceries to your door Things that take 10 business days: - Asking a client to write a physical paper check, locate an envelope, find a stamp, and mail it to your office.
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Make getting paid for your financial advice easy for you AND your clients: advicepay.com/solutions/bill…

Billing & Payments

AdvicePay simplifies fee-only financial planning billing and payments. Easily create invoices, manage subscriptions, and collect payments in one platform.

advicepay.com
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If your firm’s growth strategy is "wait for the kids to inherit so we can bill on AUM," you’re sitting in an empty waiting room. Next-gen heirs earn 6-figure incomes and have equity, taxes, and complex financial lives today. Capture them now: hubs.la/Q04v2T1Q0
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Gen Z may not have significant assets yet, but is your business model built to support them anyway? Fee-for-service lets firms deliver and monetize advice based on the relationship, not just AUM. Build a model that can grow with the next generation → hubs.la/Q04v1ykC0

How advisors are winning Gen Z clients — and keeping them

From college campus seminars to family meetings and data-driven outreach, five practitioners share what actually works when building a book with the youngest generation of investors

investmentnews.com
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Missed the @PreciseFP + AdvicePay webinar? 👀 No worries. You can catch the recording anytime! Watch the recording: hubs.la/Q04tyLXM0
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