Illustration: Janet Sung |
Certainly, there are things that must remain in the past and based on that, Sophia Bera wants to make something clear, she is not your father’s financial planner. This is established as the marketing motto of Bera, and evidence of it is found throughout the website. Thus, this is the personal brand on display in your company, Generación Y Planning. There is a focus on values and meaning: “Money doesn’t have to be scary or serious all the time. Money can be about joy, security and confidence”. Thus, there is the way this certified financial planner works: virtually and with a monthly subscription.
In this way, both Bera and other young planners strongly press “not your father’s planner line”, it is because it resonates with an audience that is skeptical of traditional and financial advisors. Even so, it is claimed that in any case, you would not get much-personalized attention from most of them.