Andrea Thompson

which is what they really want to work on doing and professionalize the career of financial planning and promote it as a wonderful option for students coming up as well.

As a new advice-only planner, I couldn't have survived without it, honestly.

I mean, it was an invaluable resource for me at that time, and it still is.

But if you're launching something new and you're on your own, having that community around you is essential.

I love that you asked this question because I'm really passionate about this.

Something that I've seen as a financial planner going back and looking through the archives of the way that I used to do planning was exactly what you're talking about.

It's the dust covered plans.

It's how is anyone going to implement it?

And the problem is all behavioral.

And you had Dr. Crosby on recently and we're talking about that with him.

Behavior is everything.

And if you give someone a giant report with a lot of tasks to do, they're never going to do it.

At least nine out of 10 people aren't going to do it.

That's overwhelming.

They're already trying to take in so much information in one session.

How are they ever going to be successful at implementation?

All on their own.

It doesn't work.

It just flat out doesn't work.

So when I started my practice, my goal was not to just replicate that model.