AdvicePay

08/27/2026

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?

08/26/2026

Things you can do in under 10 seconds in 2026:

- Buy a plane ticket
- Send $500 to a friend
- Order groceries to your front 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.

Make getting paid for your financial advice easy for you AND your clients: https://hubs.la/Q04v3lZk0

08/25/2026

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 are making 6-figure incomes today. They have equity, taxes, and complex financial lives today. Stop waiting for the inheritance check to clear.

Capture the next-gen now: https://hubs.la/Q04v2SpH0

08/24/2026

Gen Z may not have the assets yet. But that doesn’t mean they aren’t worth building relationships with.

A recent InvestmentNews article highlights advisors taking a longer view: engaging younger clients early and growing with them over time.

For leadership, that raises a bigger strategic question: Can your business model support clients before they have significant assets?

Fee-for-service gives firms a way to deliver and monetize advice based on the value of the relationship, not just the assets a client has today.

The firms that win Gen Z are the ones building a model that can grow with them. Read the full article →

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

08/20/2026

When evaluating internal software builds, the initial dev quote is usually just the tip of the iceberg.

The hidden costs, ongoing maintenance, dedicated compliance oversight, and lost opportunity costs are where most firms get burned.

Whether you’re presenting to the board or planning your 2027 tech roadmap, you need a full picture of your Total Cost of Ownership.

Run the numbers with our TCO calculator before you write the first line of code. https://hubs.la/Q04tK9_R0

08/19/2026

Missed the Precisefp + AdvicePay webinar? 👀

No worries. You can catch the recording anytime!

See the full client journey in action, from sending a fact finder in PreciseFP to getting that same client set up and ready to bill in AdvicePay.

And a fun fact: PreciseFP was one of the top integrations featured in our 2025 Fee-for-Service Trend Report.

Watch the recording: https://hubs.la/Q04tyM3p0

08/19/2026

5 years in a row on the Inc. 5000 list. 5. FIVE. 🖐️

We could hit you with a long, formal press release full of buzzwords like “sustained operational momentum” and “synergistic growth strategies.”

…Actually, we did write one. (Link in the comments if you love corporate speak).

Making the list 5 years straight isn’t just a win for AdvicePay. It’s proof that advisors are finally getting paid directly for the value they deliver. Not just for managing assets, but for the life-changing guidance they provide every day.

Check out our Inc. 5000 profile here: https://hubs.la/Q04tvdLp0

08/18/2026

We’re more than halfway through 2026, which makes this a good time to revisit the trends shaping fee-for-service financial planning.

Our 2026 Fee-for-Service Industry Trend Report dives deep into real data to uncover how leading firms are pricing, delivering, and scaling their services today.

Named a finalist for Digital Marketing Campaign of the Year at the 2026 , the report offers insights worth a closer look.

See the data. Benchmark your progress → https://hubs.ly/Q04tfsSp0

08/11/2026

Great conversations. New connections. Plenty of coffee. ☕

We're having a fantastic time at LPL Focus!

If you haven't stopped by yet, come visit the AdvicePay kiosk #608 to meet the team. We'd love to hear what's top of mind for your firm and share how AdvicePay and AdvisorBOB are helping firms simplify their back-office operations.

08/06/2026

Successful fee-for-service growth starts long before you add more advisors or clients.

Jesse Hoffmann's latest blog explores three things firms successfully scaling fee-for-service have in common, and what leaders should prioritize to support sustainable growth.

Read the blog: https://hubs.la/Q04s7hZv0