Andrea Thompson

I'm going from here to there.

How do I move my money?

What do I need to do with this account?

What do I need to do with that account, et cetera?

But we couldn't help them without a million dollars.

And you know what?

Sometimes they didn't have it or they were not interested in an AUM-based approach.

They actually just wanted the advice.

And it just kept coming up over and over again.

So in the middle of COVID, I made a bit of a mental leap and said, you know what?

There is no better time to do it.

It's probably very cliche.

to say that COVID gave me the space and the time to really think about it, but it did.

And I read a book called Lean Out, and that book really inspired me to take the leap of faith to developing something for myself.

So in, I believe, 2021, I made that decision, and it took me a long time to do some research, but eventually came to the conclusion that it was the right move for me.

So I left the practice at the end of 2021, and here I am today.

I really think that technology has changed the game drastically.

In the middle of COVID, people started meeting virtually.

We started to do this all the time.

It became very standard, commonplace to have meetings online versus the traditional, we're going to go sit in an advisor's office and have tea and talk for two and a half hours.