Host Maja Garaca Djurdjevic is joined by the CEO of WOW Women’s Group, Tracey Sofra, to chat about the changing landscape of advice and why self-care is more important than ever.
Speaking to Maja, Ms Sofra talked about how client expectations are shifting to reflect the changing global environment.
“There is no panic. It's just, ‘What do we do now, Trace? What's our next move?’”
“As the professional people that we are, we are holding their hands and guiding them through the maze of life I suppose, and trying to get them to where they want to go. And I take it really seriously.”
But along this journey, Ms Sofra said that advisers too, need to make sure that they are adapting and modernising their advice.
“We've got to adapt and evolve because the world's changed forever. It's never going to go back.”
On the topic of self-care, Ms Sofra asked advisers, “If you’re not well, how do you advise somebody else?”
“You've got to provide advice with your own conviction and you've got to be in a really good place yourself.”
Tune in to hear more, including Ms Sofra’s views on the number of women in advice.
In the latest episode of The ifa Show, host Keith Ford is joined by Shail Singh, lead ombudsman for investments and ...
In the latest episode of The ifa Show, host Keith Ford sits down with David Berry, inaugural CEO of the Compensation ...
In the latest episode of The ifa Show, Hayes & Co Insurance Services financial adviser Trish Gregory joins host ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin