top of page

Episode 040

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

Episode 040

What we cover in the podcast:

- 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

bottom of page