Andrea Thompson

No, thank you.

So instead, I went to become senior financial planner for Raymond James in the corporate side, not working for any direct manager, but working with the asset managers and their clients to develop comprehensive financial plans.

And I kind of went down that road and then transitioned to an AUM based practice two years later when the advisory ran that practice was really planning focused.

And I was very interested in working more directly with clients and doing financial plans.

And that was a great experience.

And I have to give credit where this advisor is due because I really learned a lot from him and his team.

And they focused on cross-border financial planning, which is where I got that background.

I got into it.

And you know what?

It's intellectually stimulating.

I joke I get bored easily.

So when I was entering the world of cross-border, it was a whole new world.

And that was intimidating but very interesting.

And I got to do a lot of education around that.

But over the years, what was still resonating in the back of my mind was this fee-for-service idea.

And it just never seemed to be the right time to do it.

At the same time we were going through COVID, I was having a lot of conversations with people who were transitioning from the U.S.

to Canada at that time.

Now, these potential clients were saying that they wanted financial planning assistance with that transition.

What do I do?