Ep 217: Creating Value For Next-Generation Clients By Focusing On Actions Over Projections with Sophia Bera
Financial Advisor Success
The Sussie Is the Mother of Invention
The Sussie is the mother of invention. So you had launched in 2013 and I thought it was just a really cool story, right? You were building into this new retainer style model working with young people. And so you would build up to north of $100,000 of take-home pay after just three years of building this model. Now we are fast forwarding four more years. There's been more compounding. But I also feel like just the journey that you've had is just a good reflection on the reality of just how our business's careers evolve sometimes in ways that we expect or don't. Our own changes and priorities change over time. That's just part of how
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
