On this week’s episode of the Market in Motion podcast, host Mike Woods is joined by Lucy Robeson, Managing Director of AdvicePay.

As a certified financial planner with a passion for business operations, Lucy helps advisors scale and grow their businesses through AdvicePay’s technology solutions and the fee-for-service model. In this episode, Mike and Lucy explore fee changes and the growing demand for subscription-based financial services. Listen in to learn more about:

  • The advantages of providing a fee-for-service model in your billing structure.
  • How to implement the fee-for-service model and include it in your tech stack.
  • Avoiding common mistakes and the advantages of one-time evaluations.

If you’re looking for a way to appeal to the next generation of clients, then you don’t want to miss this episode. Listen in to learn how implementing the fee-for-service model can help you grow your business.

Listen to the FMG Suite Market in Motion podcast wherever you get your podcasts, including Apple Music and Spotify! Don’t forget to subscribe on your favorite platform and leave us a review.