Andrea Thompson

My goal was to

change that model and develop working relationships with clients.

So I don't believe in a one and done plan.

I don't produce a fight this in quotations.

And he said he was listening.

I don't produce a financial plan.

I don't like them.

I actually work through in more of a what I call modular fashion with clients.

So I break down financial planning into six different subjects, sometimes seven if there's a corporation, for example.

And we work on one subject at a time.

And the goal is threefold.

The first is education.

If the client doesn't understand, and again, they don't have to be PhDs, but if they don't fundamentally understand the basics of each of those particular subjects, then they don't necessarily feel comfortable accepting the recommendations that we're making.

Exactly.

So education is number one.

When they are educated, then they are empowered to make the decisions for themselves.

I'm not here to tell you what to do.

I'm here to give you the tools, the resources and the recommendations to be able to then make the decisions that are most appropriate for your family.

So when we go through a module, it limits the scope of work for the clients into, I say, bite size or digestible pieces.

So instead of coming out of a meeting with your brain exploding because you've taken in all of this information and you're trying to remember what someone said to you and then trying to remember what you're supposed to do, coming back to it in the future and forgetting most of it.