AdvicePay Financial Advisor Community Blog

Honor Randall

Honor Randall
Honor is AdvicePay’s Product Owner. With a passion for innovation and a keen eye for market trends, Honor is at the forefront of driving product development and ensuring customer satisfaction. Having worked in the financial industry for over five years, Honor has honed a versatile skill set that combines technical expertise with a deep understanding of industry needs. When she’s not helping bridge the gap between our product development and strategy, you can find Honor running, cooking, and exploring National Parks with her family.

Recent Posts

Introducing The eMoney and AdvicePay Integration

February 29, 2024 By: Honor Randall

We’re excited to announce that AdvicePay is now integrated with eMoney, one of the leading financial planning platforms in the industry.

For financial advisors using both AdvicePay and eMoney, here are 3 ways this new integration will help streamline...

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Topics: Practice Management, User Experience, Fee-For-Service, Client Relationships, Integrations, Enterprise

Feature Release Blog: Extending a Pause + Fee Change Reminders

July 06, 2023 By: Honor Randall

At AdvicePay, our commitment to our customers goes beyond providing a platform. We constantly strive to deliver features that boost productivity, streamline workflows, and drive your success. In line with our dedication to meeting your needs, we are...

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Topics: Feature Releases, User Experience

How to Structure and Establish Pricing

February 23, 2022 By: Honor Randall

Without a doubt, one of the top questions we hear from advisors implementing fee-for-service is, “How do I structure and establish my pricing?” 

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Topics: Practice Management, Fee-For-Service

Services You Can Provide Regularly to Clients Under the Fee-For-Service Model

July 20, 2021 By: Honor Randall

It’s no secret that the financial industry has evolved leaps and bounds over the last few decades. We’ve said “so long!” to the days where clients look to financial professionals just to help them pick and choose stocks on their behalf. Nor do people...

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Topics: Practice Management, Fee-For-Service

The Non-AUM Clients You Should be Working With

June 18, 2021 By: Honor Randall

In the past, I’ve written about incorporating fee-for-service offerings for existing AUM clients as a way to add flexibility to your fee structure and drive revenue. From Quickstart Sessions to 401(k) advice, there are a number of ways you as an advisor...

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Topics: Practice Management, Fee-For-Service

Why Spreadsheets Only Work for So Long

June 10, 2021 By: Honor Randall

Over at AdvicePay, our entire team has been buzzing about the launch of our newest feature: Deliverables

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Topics: Practice Management, Enterprise

5 Things People Get Wrong About Fee-For-Service

April 29, 2021 By: Honor Randall

While the fee-for-service revolution continues to change the landscape of financial planning, many advisors aren’t quite sure how to incorporate it seamlessly into their practice. It can seem daunting to change your current way of doing business, or even...

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Topics: Practice Management, Fee-For-Service

Attracting New Talent to Your Firm Using AdvicePay

March 22, 2021 By: Honor Randall

The world is a much different place than it was five or ten years ago. Really, a lot has changed in just one single year. Technology’s already quick takeover saw an immediate uptick when so many companies went remote due to COVID-19. Although the dust...

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Topics: Practice Management, Fee-For-Service, Enterprise

Who is the Fee-For-Service Client? (And Why You Want Them at Your Practice)

November 06, 2020 By: Honor Randall

While younger generations have become the face of fee-for-service clients, they aren’t the only folks who can benefit from this unique model. Advisors are having great success in working with various clients of all ages, financial situations, and...

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Topics: Practice Management, Fee-For-Service, Client Relationships

Conveying the Value of Financial Planning to Prospects

October 15, 2020 By: Honor Randall

In our modern world, financial planning clients are drawn more and more to transparency. With the advent of the virtual firm, you’re no longer competing with advisors in just your geographical area, but an array of financial planners across the country....

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Topics: Practice Management