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 of the Year at PA's 2019 Women in Financial Advice Awards and PA Personality of the Year 2020 in Professional Adviser's most recent PA Awards. In this episode of The Pro Adviser Podcast, Sofat discusses the Are You In? campaign, which encourages those working in the wealth sector to commit to up to five pledges, ranging from being a beacon of good practice to speaking up for those who may...
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