Anna Sofat: Lessons from starting my first business

Necessity really is the mother of invention

clock • 3 min read

Award-winning adviser Anna Sofat reflects on her 30-year career in the sector and shares the lessons she has learned as a business owner

The Best Practice Network recently asked me to share my story with their advisory community. I am not a dwelling-in-the-past type of person, I tend to look forward, but for the first time, I did spend some time reflecting on my 30-year career as an adviser. Here are some of the lessons I learnt along the way. Lesson 1 - Necessity really is the mother of invention I founded my first financial advisory business in the early 1990s. Like some women before me and many since, I left the corporate world, in this case, banking, because it was not open to meeting my needs as a mother while sti...

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