If you were told by all of your known competitors, that running 'this type of company' virtually is not possible, would you still try?
Most would not. And therefore, they've lost from the start.
Sophia Bera is different for exactly that. She heard, "That's impossible..." countless times before she changed who she was talking to and set out to prove the world wrong.
In this episode, we sit down with Sophia Bera of Gen Y Planning to hear about work-life balance, operating with intent, and how shaking up age-old industry norms is sometimes the best thing you can do with your time!
Sophia got started in financial planning with the idea of being able to help young people make smart decisions with their money for their future.
But she wasn't excited about working at a traditional brokerage and the old school model of how things were done, so she decided to build her company a bit differently.
Today she has more than 100 clients and multiple team members that help her deliver amazing financial support to millennials.
Her business is also fully remote so she's been able to grow it from her home base in Austin, TX and while she is traveling abroad.
Tune in to hear advice like the following:
- What to look for in a mentor
- The right way to fail in business
- How to transition from a solo entrepreneur to leading a team of people that deliver your service
- Why recurring revenue is your best friend in business and how Sophia created it with packages that are easy to say yes to
- How to stop living life for your 2 weeks of paid vacation and create a business that supports the life of your dreams
Here are some of the resources mentioned in the podcast:
Sophia's podcast choice: Tropical MBA
Sophia's book choice: The Tribe of Mentors
Our goal in this episode is to show you how you can grow a business, hire a team, and travel across the globe all at the same time.
Sophia's Contact Info:
Gen Y Planning - Website, Facebook, LinkedIn
Host Contact Info
Major Impact Media - Facebook, Website
Outside ROI - Facebook, Website