Breaking the Glamour
Breaking the Glamour
Ana Caragea
The Financial Planning/ Wealth Manager Career with Sophia Bhatti
28 minutes Posted Jul 26, 2020 at 11:00 pm.
What's something you wished you knew before going into the financial planning industry?
How have you dealt with setbacks at the beginning of your career?
The advice you've received that changed your perspective - when you were a junior in your role
How good were you at asking for help when you were younger?
What are some common misconceptions about your industry?
What's one piece of advice you'd offer to someone new or curious about joining your industry?
Are people more logical or more artistic in this role?
What's next for you, and how can people get in touch?
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28:18
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Show notes

This is Breaking the Glamour, the podcast that helps you make informed and wise decisions about which career to choose. I'm your host, Ana Caragea, the founder of Strategic Discovery and a leadership coach, helping introverts gain visibility in their companies by advancing their communication and leadership skills.

Today we are breaking the glamour of the financial planning/ wealth management career. My guest has built a solid reputation with her clients, as a trustworthy and reliable financial adviser. In this episode, we discuss the reality of this career and you'll hear us talk about important things to consider when deciding to become a financial planner or a wealth manager.

Sophia Bhatti has over 15 years of experience in Wealth Management. As a Director, she oversees investments and protection for private individuals and companies, helping them to achieve healthy revenue and positive returns. Passionate about the investment field, she is known for her expertise in finance and asset management.

Watch the video interview on our YouTube channel
https://youtu.be/p2K3dBZxV8k

[email protected]
www.sophia-bhatti.com
www.linkedin.com/in/sophiawealth
https://www.facebook.com/SophiaBhattiWealthManagement/

Come over to our Breaking the Glamour Community Facebook Group to hang out after the episode and to share your insights!

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