Podcast #23: How Sophia Broke The Rules for Advice Based Businesses Business Executive Coaching Coaching Business Owners and Executive Teams ABOUT Pitstop Coaches COACHING TEAM PROGRAMS Priority Track Critical Teams Critical Projects What Happens When the Adrenaline is Gone? Strategy Under Pressure COVID-19 Clarity on Results First Mile Project Double Jeopardy Ways of Working PRAISE PODCAST Blog CONTACT BOOK A CALL ABOUT Pitstop Coaches COACHING TEAM PROGRAMS Priority Track Critical Teams Critical Projects What Happens When the Adrenaline is Gone? Strategy Under Pressure COVID-19 Clarity on Results First Mile Project Double Jeopardy Ways of Working PRAISE PODCAST Blog CONTACT BOOK A CALL search Podcast #23: How Sophia Broke The Rules for Advice Based Businesses http://traffic.libsyn.com/johnmurphy/sophia-bera.mp3 Podcast: Play in new window | Download Subscribe: I have wanted to interview Sophia Bera for quite a while because I love her story, and I want to share it with all of you. You see Sophia completely smashes the myth that advice based business has to be done face to face – and in particular that financial advice has to be face to face – and cannot be done online. You see I have been arguing that for quite some time – and many people I know, and respect, have told me that it was impossible. But, then along comes Sophia Bera, and she is living proof that it is possible. Sophia is the Founder of Gen Y Planning. Not only that, Sophia goes another step forward and demonstrates how she has built a recurring revenue business – and with clients that do NOT have assets under management. How clever is that! You see, Sophia works virtually with her clients, the majority of whom are in their 20s and 30s – a target market frequently ignored because, generally, they don’t have assets under management. Sophia has built her business on that target market. In the interview I did with Sophia, which you can listen to here, you can hear how Sophia manages her business fully online, how she breaks the other myth of not being able to build strong relationships virtually, and how her clients find her online! If you want to listen to someone who has taken the traditional approach to advice based business and turned it on its head, then listen to this interview with Sophia. Sophia is someone I admire and respect, and I am thrilled to share her story with you today. Check it out here. If you would like to sharpen your skills as a leader and a manager, then why not take advantage of a free 45 minute session which will give you actions you can take straight away to make you more effective. Then go to www.johnmurphyinternational.com/call to schedule that session. —————————————————————————————— Sophia Bera, CFP® is the Founder of Gen Y Planning and is the top Google search for “Financial Planner for Millennials.” She’s works virtually with people in their 20s and 30s across the country as she builds a location independent practice. She is a contributor for AOL’s Daily Finance website and has been quoted on various websites and publications including Forbes, Business Insider, Yahoo, Money Magazine, InvestmentNews, Financial Advisor magazine, and The Huffington Post. Sophia is a sought after speaker and presenter and in her free time she enjoys performing as an actor/singer and traveling the world. Follow her on Twitter @sophiabera or sign up for the Gen Y Planning Newsletter to stay up to date on financial articles geared towards Millennials. Oh, and she’s not your father’s financial planner! Thanks to Jodey Smith, my podcasting technical genius, who does all the bits I don’t like – the editing, the uploading etc. He is a gem and can be contacted at JodeySmith.com. Please subscribe to my podcast in iTunes, and leave a review, as this really helps my podcast get greater recognition. Previous EpisodeNext Episode You may also be interested in... Are You Taking the First Step to Epic? with Zander Sprague | Episode #106 VIEW EPISODE Is Your Organization Truly Talent Centric? with Carol Schultz | Episode #105 VIEW EPISODE Connect with John What Our Clients Say "John's leadership coaching and team building efforts have really helped unleash the full potential of my team as a people manager." Andrew Otoo President, Global Vaccines, Merck “In the first twelve months since using John Murphy we grew the business by 40%, we won the biggest single account in our industry and successfully created an entire new operating structure for Rothco. I would be and have been delighted to recommend John Murphy to any CEO looking to establish an external partner to help harness exceptional talent within their organisation.” Patrick Hickey Rothco Ltd “As an executive and business coach, John stands out from the pack in two key ways. First, his depth of experience as an actual former senior executive – meaning he can coach you on content and strategy as well as process. Second his structured approach to coaching coupled with a relentless drive to “dig deeper” and ask the bold questions you don’t really want to be asking yourself. If you’re looking for a coach or mentor to help you navigate the crossroads of your professional life, get unstuck or take your business up to next level, I would seriously consider John. If your experience is anything like mine, you’ll be glad you did.” Ago Cluytens Practice Director EMEA – Rain Group “I worked with John for a full year and was delighted with the results. 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When deciding what the correct time is to keep the data for, we look at its amount, nature and sensitivity, potential risk of harm from unauthorised use or disclosure, the processing purposes, if these can be achieved by other means and legal requirements. For tax purposes the law requires us to keep basic information about our customers (including Contact, Identity, Financial and Transaction Data) for six years after they stop being customers. In some circumstances we may anonymise your personal data for research or statistical purposes in which case we may use this information indefinitely without further notice to you. 9. YOUR LEGAL RIGHTS Under data protection laws you have rights in relation to your personal data that include the right to request access, correction, erasure, restriction, transfer, to object to processing, to portability of data and (where the lawful ground of processing is consent) to withdraw consent. 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