Meet Andrea Thompson, Founder of Modern Cents in Bloor West Village, Swansea and Runnymede
Andrea Beitel, your local Realtor with Cloud Realty and the Gilmore Property Group, chats with Andrea Thompson, founder of Modern Cents, a financial advising company that features fee-for-service advice with no tied selling.
How To Get Unbiased Financial Advice
In the world of finances, there is almost always quite a large knowledge imbalance between the client and the provider. So how can we try to get unbiased financial advice? How do we know if the person helping us has our best interests in mind, or is just looking to bag a commission, regardless of the impact on our finances?
Case Study: Modern Cents
We had a great conversation with Andrea on her experience using SideDrawer as her client engagement tool for her advice-only practice. Andrea started Modern Cents about a year ago after working on Bay Street, and had to find a tool that addressed a number of her needs - efficiency, security, and client experience.