The Financial Planning/ Wealth Manager Career with Sophia Bhatti
07/26/20 • 28 min
This is Breaking the Glamour, the podcast that helps you make informed and wise decisions about which career to choose. I'm your host, Ana Caragea, the founder of Strategic Discovery and a leadership coach, helping introverts gain visibility in their companies by advancing their communication and leadership skills.
Today we are breaking the glamour of the financial planning/ wealth management career. My guest has built a solid reputation with her clients, as a trustworthy and reliable financial adviser. In this episode, we discuss the reality of this career and you'll hear us talk about important things to consider when deciding to become a financial planner or a wealth manager.
Sophia Bhatti has over 15 years of experience in Wealth Management. As a Director, she oversees investments and protection for private individuals and companies, helping them to achieve healthy revenue and positive returns. Passionate about the investment field, she is known for her expertise in finance and asset management.
Watch the video interview on our YouTube channel
https://youtu.be/p2K3dBZxV8k
[email protected]
www.sophia-bhatti.com
www.linkedin.com/in/sophiawealth
https://www.facebook.com/SophiaBhattiWealthManagement/
Come over to our Breaking the Glamour Community Facebook Group to hang out after the episode and to share your insights!
This is Breaking the Glamour, the podcast that helps you make informed and wise decisions about which career to choose. I'm your host, Ana Caragea, the founder of Strategic Discovery and a leadership coach, helping introverts gain visibility in their companies by advancing their communication and leadership skills.
Today we are breaking the glamour of the financial planning/ wealth management career. My guest has built a solid reputation with her clients, as a trustworthy and reliable financial adviser. In this episode, we discuss the reality of this career and you'll hear us talk about important things to consider when deciding to become a financial planner or a wealth manager.
Sophia Bhatti has over 15 years of experience in Wealth Management. As a Director, she oversees investments and protection for private individuals and companies, helping them to achieve healthy revenue and positive returns. Passionate about the investment field, she is known for her expertise in finance and asset management.
Watch the video interview on our YouTube channel
https://youtu.be/p2K3dBZxV8k
[email protected]
www.sophia-bhatti.com
www.linkedin.com/in/sophiawealth
https://www.facebook.com/SophiaBhattiWealthManagement/
Come over to our Breaking the Glamour Community Facebook Group to hang out after the episode and to share your insights!
Next Episode
Founding a Web & Mobile App Tech Company with Sam Whitcombe
Today we are having a very interesting conversation about what it means to be the co-founder of a web and mobile apps tech company.
A Marketing and Communications expert and co-founder of SpiralClick Web Technologies, Sam Whitcombe ranks among Dubai’s most exciting young businessmen. With over a decade of multinational experience in many countries, Sam’s passion for pushing past imposed boundaries, as well as his own capabilities, continues to earn him industry acclaim and respect. Much of the innovation and enthusiasm surrounding SpiralClick’s rapid rise can be attributed to Sam’s boundless energy and passion.
Watch the video interview on our YouTube channel
https://www.youtube.com/watch?v=KqjO_sSjxG8
[email protected]
www.spiralclick.com
WhatsApp +971551345683
Come over to our Breaking the Glamour Community Facebook Group to hang out after the episode and to share your insights!
If you like this episode you’ll love
Episode Comments
Generate a badge
Get a badge for your website that links back to this episode
<a href="https://goodpods.com/podcasts/breaking-the-glamour-238269/the-financial-planning-wealth-manager-career-with-sophia-bhatti-26524858"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to the financial planning/ wealth manager career with sophia bhatti on goodpods" style="width: 225px" /> </a>
Copy