Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Today’s conversation is with Stephanie McCullough.  

Stephanie founded Sofia Financial in 2011 after 14 years as a financial advisor, with the goal to empower women to make wise financial decisions and reduce their money stress. She has found that women “of a certain age” are faced with a particular set of problems around the goal of retirement. Especially women who are facing it on their own. And she believes the traditional financial services industry is ill-equipped to handle this problem. She and her team provide non-judgmental, holistic financial planning as well as investment management, and are devoted to helping their clients build confidence, resilience, and joy in their lives. It’s not just about the money!

In this conversation we cover:

  • Having a more open mindset around diverse opinions and  how to look at something differently;
  • Unlearning what you think you know and being open to other viewpoints, even if they are different from your own;
  • How  there is no “one-size fits all” approach in financial services;
  • How organizations can reap the benefits of diverse opinions; and
  • Preparing the next generation for delivering financial advice


Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!

Listen to previous podcast episodes, clicking here.

To receive a newsletter digest of Jumpstart community happenings, click here.


Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.

Want to collaborate? Click here.

If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.


And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.


Please leave a review right now, click here.


Thanks again for listening, reading, and watching!

Share | Download(Loading)