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NextGen Planners

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
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Sophie Bera on building a Gen Y FP firm for her peers (with guest host Gretchen Betts) 0
Apr 28, 2020
  • 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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