Anna Sofat: Every adviser is a 21st century leader

Discussing leadership in all its forms

Jenna Brown
clock • 3 min read

Every adviser has the ability to be a great leader and should hone their skills to make a difference in the lives of people they interact with, Anna Sofat told the Personal Finance Society Festival of Financial Planning.

Speaking at the NEC in Birmingham on 2 November, the Chartered financial planner said advisers can and should consider themselves leaders, adding leadership is not confined to those making huge decisions in business or politics and was easily applicable to more small-scale interactions and decision-making. She added a different, more kind leadership was needed post-Covid: "Right now employees could benefit from more care, warmth and fun from their employers; it might just help stem the rapid deterioration in mental health we have seen. "Consumers would also love their wellbeing priori...

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