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software
AdvicePay
Last discussed Nov 3, 2026
Payment processing platform specifically designed for fee-for-service financial planning.
Recently discussed in
Ep 514: Optimizing A $160M AUM Solo Practice For Client Impact Over Scale with Nick Ibello
Nick Ibello · Nov 3, 2026
Ep 500: Amplifying Business Growth By Constantly Honing Your Time Towards Its Highest-And-Best Us...
Michael Kitces · Jul 28, 2026
Ep 482: Growing To $500M AUM In 7 Years by Connecting with Your Ideal Clients on LinkedIn with Ju...
Justin Brownley · Mar 24, 2026
What creators say
NI
Nick Ibello
mentioned
Used for: Collecting the upfront planning fee from new clients
"I think we use AdvicePay. Yes, we use AdvicePay. In that follow-up email, it's: here's our next meeting, here's how you pay."
More from Nick Ibello →
Michael Kitces
mentioned
"New planner recruiting, XY Planning Network, Advice Pay, FP Pathfinder — all built in a realm where I get to be involved with all these different things."
More from Michael Kitces →Keep exploring
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