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Sophie Bera on building a Gen Y FP firm for her peers (with guest host Gretchen Betts) episode artwork

EPISODE · Apr 28, 2020 · 53 MIN

Sophie Bera on building a Gen Y FP firm for her peers (with guest host Gretchen Betts)

from The Plannex Podcast · host Plannex

How Sophie Bera built her FP Firm Why she isn't your father's financial adviser The process she uses with prospects How she works with a virtual team Her thoughts on females in financial planning

What this episode covers

How Sophie Bera built her FP Firm Why she isn't your father's financial adviser The process she uses with prospects How she works with a virtual team Her thoughts on females in financial planning

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Sophie Bera on building a Gen Y FP firm for her peers (with guest host Gretchen Betts)

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Frequently Asked Questions

How long is this episode of The Plannex Podcast?

This episode is 53 minutes long.

When was this The Plannex Podcast episode published?

This episode was published on April 28, 2020.

What is this episode about?

How Sophie Bera built her FP Firm Why she isn't your father's financial adviser The process she uses with prospects How she works with a virtual team Her thoughts on females in financial planning

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