Financial advisors must find their ‘niche’ to survive over next 5 to 10 years
Sophia Bera, CEO and founder of Gen Y Planning.
When financial advisor Sophia Bera founded her Austin, Texas-based practice in 2013, she decided to work primarily with millennial clients.
Bera, then 29, wanted to help her peers navigate their early careers and the thorny financial issues, such as managing student debt and buying a first home, that they often encounter.
Other financial…
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