AdvicePay

@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

AdvicePay
@AdvicePay
19h
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?
AdvicePay
@AdvicePay
Aug 26
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.
AdvicePay
@AdvicePay
Aug 25
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
AdvicePay
@AdvicePay
Aug 24
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 →
investmentnews.com
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
AdvicePay
@AdvicePay
Aug 19
Missed the @PreciseFP + AdvicePay webinar? 👀 No worries. You can catch the recording anytime! Watch the recording: hubs.la/Q04tyLXM0
GIF