Ep.2 - Changing corporate cultures from the bottom up, Anna Sofat, Addidi
The Key Learning Points:
1. How financial awareness and the literacy of women can contribute to the gender pension gap
2. The impact of the ‘Are You In’ movement and how it aims to change the culture within financial services
3. The need for more financial education in schools and in the workpla…
Ep.1 - The voice of women's wealth, Anna Sofat, Addidi
The Key Learning Points:
1. How the male-dominated financial services sector can lead to women committing huge personal sacrifices to climb the corporate ladder
2. How to create a successful business that still resonates with your personal values
3. The need for businesses to develop products and s…
The MM Podcast: Overcoming Protection Hurdles
In the latest episode of the Money Marketing Podcast, this week in association with Royal London, our panel takes a deep dive into the protection market and how to overcome barriers to sales. Money Marketing editor Justin Cash is joined by Addidi Wealth's Anna Sofat, Richmond House's Ian Jenkins an…
Why women are better investors
We speak to Anna Sofat, a trailblazer in women's wealth for three decades, and discuss the changing landscape for women's needs, why their goals encompass a wider set of outcomes, and the tendency for women to want fully understand investment risk rather than avoid it. In addition, we hear why the …
Financial Changemakers
Welcome to the Financial Changemakers podcast with Gretchen Betts – Managing Director at Magenta Financial Planning and Olivia Parnell – Trainee Financial Planner, Ascot Lloyd.
This podcast series is for you if you are interested in learning about diversity and inclusion and are keen to embrace an…
Anna Sofat on picking her firm's buyer and not 'owning' clients
In this week’s podcast Hannah Godfrey sits down with Anna Sofat, a successful adviser who has built her career on specialising in advising women. Here, Anna discusses her Are You In? campaign, the sale of her business and how clients should not be treated as commodities.
Money Marketing podcast episode 1 - Protection (in association with Royal London)
In the latest episode of the Money Marketing Podcast, this week in association with Royal London, our panel takes a deep dive into the protection market and how to overcome barriers to sales. Money Marketing editor Justin Cash is joined by Addidi Wealth's Anna Sofat, Richmond House's Ian Jenkins an…
#77: Building a business and investing for profit and impact, 'the exit' and why women need to invest with Anna Sofat
Anna Sofat, known as the Voice of Women’s Wealth, is passionate about money being a force for good in business and beyond. As an award winning and highly qualified financial planner until recently, she had advised private clients for over 20 years.
She is a regular contributor to national press an…
How to help the sticky middle
On this episode of the Editor's Podcast, brought to you by FT Adviser, Simoney Kyriakou speaks to Anna Sofat, chairperson of workplace gender equality champion One Loud Voice, and Lizzie Holliday, director of policy and public affairs for NOW: Pension. We discuss why gender disparity prevails in pe…
PF Podcast: Budget bonanza and end of an income era?
In this week's show Anna Sofat, founder of Addidi Wealth, looks at some changes announced in the budget that could have a significant effect on your wealth sooner than expected. She and the IC team also consider what effect the abolition of PFI could have on infrastructure funds, and if emerging ma…
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