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

Resources:

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