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Home > NextGen Podcast > Episode 40 – Sophie Bera on building a Gen Y FP firm for her peers (with guest host Gretchen Betts)
Podcast: NextGen Podcast
Episode:

Episode 40 – Sophie Bera on building a Gen Y FP firm for her peers (with guest host Gretchen Betts)

Category: Business
Duration:
Publish Date: 2018-02-20 23:28:07
Description:
  • 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

Show Notes:

The post Episode 40 – Sophie Bera on building a Gen Y FP firm for her peers (with guest host Gretchen Betts) appeared first on NextGen Planners.

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