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Episode 26 – Sophia Bera
Manage episode 271213601 series 2444261
Content provided by Financial Planning Association. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Sophia Bera joins us today to share her story on becoming the financial planner for millennials. Sophia saw the need to bring financial planning to her generation and was one of the first to create her own firm to do so. She is one of the most recognizable financial planners on social media, in the news and shaking up what it means to do financial planning. This is an episode you won’t want to miss! “Financial planning is both an art and a science and more of an art than a science. People think what I do is math all day and what I really do is have great conversations with people.” GenY Planning NexGen Betterment FinCon Unmistakable: Why Only Is Better Than Best Advizr
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289 episodes
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Manage episode 271213601 series 2444261
Content provided by Financial Planning Association. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Sophia Bera joins us today to share her story on becoming the financial planner for millennials. Sophia saw the need to bring financial planning to her generation and was one of the first to create her own firm to do so. She is one of the most recognizable financial planners on social media, in the news and shaking up what it means to do financial planning. This is an episode you won’t want to miss! “Financial planning is both an art and a science and more of an art than a science. People think what I do is math all day and what I really do is have great conversations with people.” GenY Planning NexGen Betterment FinCon Unmistakable: Why Only Is Better Than Best Advizr
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Similar to You're a Financial Planner, Now What?
Ever wondered what makes great go-to-market leaders grow, even when the going gets tough? We have, too. And we’re on a mission to uncover the magic that makes that growth happen. This is Go-to-Market Magic, the show where we talk to go-to-market leaders and visionaries about the “aha!” moments they experience and the pivotal decisions they’ve made, all in the name of growth. And we’re not just talking about revenue growth that goes up and to the right — we’ll also discuss how they improve th ...
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continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
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continue reading
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continue reading
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