Sophia Bera

Sophia Bera is the Founder of Gen Y Planning. You can connect with her on LinkedIn here.

Sophia Bera
Displaying 4 results
What really deters women from staying in the financial advice profession
YOUR PRACTICE PRACTICE MANAGEMENT NOV 20, 2017
What really deters women from staying in the financial advice profession

First of all, it's not about math! The real issues involve pushing poor products, no workplace flexibility and old-school bureaucracy.

NEWS INDUSTRY NEWS AUG 19, 2014
What is the FPA NexGen Gathering?

It's not filled with vendors, PowerPoint presentations and lots of old white men wearing blue shirts

YOUR PRACTICE PRACTICE MANAGEMENT JUN 29, 2014
The rise of the young firm owner

The trend of young planners turning into firm owners is just beginning. Here is one planner's story.

10 things I learned at #FinCon13
YOUR PRACTICE PRACTICE MANAGEMENT OCT 25, 2013
10 things I learned at #FinCon13

After attending a lot of financial planning conferences, here's why Sophia Bera "hearts" #FinCon13