Sophia Bera: THE financial planner for Gen Y | EOFire
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Sophia Bera

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    Sophia Bera: THE Financial Planner for Gen Y

    Sophia Bera is a Certified Financial Planner who launched her own financial planning firm, Gen Y Planning, specifically to help millennials with their money. She Skype’s with clients across the country and is now the top Google search for financial planner for Gen Y. Sophia has been quoted on Forbes, Business Insider and The Huffington Post.

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    Resource Mentioned:

    • Your Big Idea: Successful Entrepreneurs have One Big Idea. Follow JLD’s FREE training & you’ll discover Your Big Idea in less than an hour!

    Success Quote

    • ‘Vulnerability is the birthplace of innovation, creativity and change.’ – Brene Brown

    Business Failure

    • Sophia talks about the time she had massive exposure…but no website. Opportunity lost? Yes. Lesson learned? DOUBLE YES.

    Entrepreneurial AH-HA Moment

    • ‘What is truly the worst that can happen?’ Once Sophia asked herself that question, a whole new world of understanding opened up.

    Current Business

    • Sophia works with clients across the country and is loving the fact she is evolving into a location independent Entrepreneur!

    Small Business Resource

    • Less Annoying CRM: Thousands of small businesses use Less Annoying CRM to manage contacts, track leads, and stay on top of follow-ups.

    Best Business Book

    Interview Links

    Sponsors

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    Killer Resources!

    1) The Common Path to Uncommon Success: JLD’s 1st traditionally published book! Over 3000 interviews with the world’s most successful Entrepreneurs compiled into a 17-step roadmap to financial freedom and fulfillment!

    2) Free Podcast Course: Learn from JLD how to create and launch your podcast!

    3) Podcasters’ Paradise: The #1 podcasting community in the world!

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