Menu
Sign In Search Podcasts Libraries Charts People & Topics Add Podcast API Blog Pricing

Andrea Thompson

πŸ‘€ Speaker
528 total appearances
Voice ID

Voice Profile Active

This person's voice can be automatically recognized across podcast episodes using AI voice matching.

Voice samples: 3
Confidence: High

Appearances Over Time

Podcast Appearances

The Wealthy Barber Podcast
#61 β€” Andrea Thompson: The Growth of Advice-Only Planning & Cross-Border Tips

It's hard to know the latter.

The Wealthy Barber Podcast
#61 β€” Andrea Thompson: The Growth of Advice-Only Planning & Cross-Border Tips

What I can say is I've been an exam marker, I've been an exam writer, and right now I'm actually marking assignments for prospective CFPs who are going to write the exam, but they're going through the courses before that.

The Wealthy Barber Podcast
#61 β€” Andrea Thompson: The Growth of Advice-Only Planning & Cross-Border Tips

So it's so different than when I took my CFP, and I won't say how long ago that was at this point, because it was a while ago.

The Wealthy Barber Podcast
#61 β€” Andrea Thompson: The Growth of Advice-Only Planning & Cross-Border Tips

And I think that the education program has improved greatly since I did it.

The Wealthy Barber Podcast
#61 β€” Andrea Thompson: The Growth of Advice-Only Planning & Cross-Border Tips

For sure.

The Wealthy Barber Podcast
#61 β€” Andrea Thompson: The Growth of Advice-Only Planning & Cross-Border Tips

you know, decades ago now, there's such more robust content and an ability for those students to really have hands-on experience with real case studies and understanding of the material and feedback from planners like myself who are going through the assignments and giving them those tidbits like, you did really wonderfully on constructing your argument around this.

The Wealthy Barber Podcast
#61 β€” Andrea Thompson: The Growth of Advice-Only Planning & Cross-Border Tips

Something you might want to consider is that.

The Wealthy Barber Podcast
#61 β€” Andrea Thompson: The Growth of Advice-Only Planning & Cross-Border Tips

I never had that when I was going through that program.

The Wealthy Barber Podcast
#61 β€” Andrea Thompson: The Growth of Advice-Only Planning & Cross-Border Tips

So it's huge.

The Wealthy Barber Podcast
#61 β€” Andrea Thompson: The Growth of Advice-Only Planning & Cross-Border Tips

I mean, that feedback alone.

The Wealthy Barber Podcast
#61 β€” Andrea Thompson: The Growth of Advice-Only Planning & Cross-Border Tips

One of my planners also works with QAFP students, which is the Qualified Associate Financial Planning Program.

The Wealthy Barber Podcast
#61 β€” Andrea Thompson: The Growth of Advice-Only Planning & Cross-Border Tips

And she actually does discovery calls with them one-on-one to train them on how to do that particular.

The Wealthy Barber Podcast
#61 β€” Andrea Thompson: The Growth of Advice-Only Planning & Cross-Border Tips

Yeah, it really is.

The Wealthy Barber Podcast
#61 β€” Andrea Thompson: The Growth of Advice-Only Planning & Cross-Border Tips

And it does actually create a lot of possibilities as well for them to understand what real financial planning looks like out in the world.

The Wealthy Barber Podcast
#61 β€” Andrea Thompson: The Growth of Advice-Only Planning & Cross-Border Tips

I've had some opportunities to speak to some of those students through the Financial Planning Association of Canada as they're going through their courses.

The Wealthy Barber Podcast
#61 β€” Andrea Thompson: The Growth of Advice-Only Planning & Cross-Border Tips

So there's a lot more connectivity, I would say, between students and practicing financial planners than there ever was.

The Wealthy Barber Podcast
#61 β€” Andrea Thompson: The Growth of Advice-Only Planning & Cross-Border Tips

I can't even believe it.

The Wealthy Barber Podcast
#61 β€” Andrea Thompson: The Growth of Advice-Only Planning & Cross-Border Tips

And I think also being outside of the brokerage model, when you're inside of a particular company, sometimes it's a little bit of a black box, right?

The Wealthy Barber Podcast
#61 β€” Andrea Thompson: The Growth of Advice-Only Planning & Cross-Border Tips

But once you get out on your own, it sort of opened up the world a little bit.

The Wealthy Barber Podcast
#61 β€” Andrea Thompson: The Growth of Advice-Only Planning & Cross-Border Tips

And I have to give so much credit to FPAC and Julia Chung, Jason Pereira, you know, who have created this space for financial planners to really connect and professionalize the industry.