Andrea Thompson

So as I think people got more comfortable with being online in an online presence, they became more comfortable of different ways of doing business, period.

And that's when that advice only or fee for service planning really took off more industry wide, even though it's a very tiny, small industry.

Still, yes.

Still, it really started to grow wings at that point because we were finally able to operate as independents, operate from wherever we wanted to be, no matter where you were across Canada, and have clients who were more comfortable using technology in a way that felt more natural to them.

There's so many ways that people find us now, not just our team, but also any Advice Only Planners.

We have a great directory, adviceonlyplanners.ca, which you might be familiar with.

And we get a lot of prospective clients from that website.

That is actually run by FPAC or the Financial Planning Association of Canada.

So they're quite closely linked together.

People naturally just still Google us.

I mean, we have a lot of people who find us just by asking either AI or, you know, standard Googling information.

for advice or fee for service financial planners.

And that's a great source of leads for us as well.

But I would say that word of mouth and the relationships that we've built over the years, I mean, I've been in this industry a long time now, over 25 years.

So I do have a lot of connections.

And I've talked to a lot of great people since I started my practice as well.

I never said no to a meeting in the beginning, right?

Wanting to make sure that I talked to everybody and everyone understood what it was that I was trying to do that was a

Lots of referrals from advisors.

Actually, a lot of other advice-only planners will also refer to us for the cross-border specialization and former clients, existing clients, that sort of thing.