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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

Editor's view: Still counting on targeted support

Editor's view: Still counting on targeted support

The editor's Friday Night Takeaway from 7 August

Jen Frost
clock 07 August 2026 • 2 min read
It requires 'real conviction': Exploring B Corp status in financial advice

It requires 'real conviction': Exploring B Corp status in financial advice

‘Getting the certification was a huge achievement’

Jenna Brown
clock 06 August 2026 • 13 min read
An adviser wants to leave. Should you let them?

An adviser wants to leave. Should you let them?

'It's every advice business owner's nightmare'

Justin Cash
clock 05 August 2026 • 5 min read