Anna Sofat on picking her firm's buyer and not 'owning' clients
It's The Pro Adviser Podcast
Anna Sofat on The Pro Adviser Podcast.
In this week’s podcast Hannah Godfrey sits down with Anna Sofat, a successful adviser who has built her career specialising in advising women. Here, Anna discusses her Are You In? campaign, the sale of her business and how clients should not be treated as commodities.
Anna Sofat has had a successful career growing her unique financial planning business Addidi Wealth that specialises in advising women. She has also won a number of awards, including being named Adviser...
More on Your profession
SimplyBiz announces Covid-19 support package for advisers - plus other good news from this week…
Health and wellbeing focus
Tom Ellis: Adapting to a different way of living
Stick together
Financial Ombudsman changes industry levy plans due to coronavirus pressure
Industry to pay more still
Nick Eatock: Working together has never been more important
'Closer in social isolation'
Wolverhampton adviser banned from directorship for 8 years
Made nearly £2m
Back to Top
More news
Multi-asset versus simple passive portfolios: Could this bear market be the catalyst for change?
Revisiting the portfolio debate
SimplyBiz announces Covid-19 support package for advisers - plus other good news from this week…
Health and wellbeing focus
Mark Pittaccio: Behavioural biases in turbulent markets
'Shortcut to rationality'
FSCS opens £158m floodgates to hundreds of Berkeley Burke claims
Could cost £158m
