
Ep 217: Creating Value For Next-Generation Clients By Focusing On Actions Over Projections with Sophia Bera
Financial Advisor Success
How Do You Define Success for Yourself?
I think that sometimes with our first or second job and financial planning, it can be really frustrating. So what advice would you give younger or newer planners coming in today? You know, they don't get to pick up where you are. They got to start closer to where you started. Success for me is being able to really help my clients in a way that allows me to make good money.
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.