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
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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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