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Strawberry Letter

Building Your Brand: Listen how Mother and Daughters launch a brokerage division under Morgan Stanley banner.

Strawberry Letter

iHeartPodcasts

Relationships, Society & Culture

4.41.6K Ratings

🗓️ 8 December 2024

⏱️ 26 minutes

🧾️ Download transcript

Summary

Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Sonia Fears.

Financial planning. Compound interest. Family Legacy. Morgan and Stanley. All of these words are meant to strike the image of Fears into your heart Sonia Fears that is. As one of the leading financial experts who built her family practice at Morgan Stanley, she is here on the Money Making Conversations Master Class to provide helpful fiscal advice through flexing her financial acumen. From the benefits of opening a compound interest account early on to the importance of tanking advantage of N.I.L deals to the value of creating a legacy business that you can pass down to your children, Sonia Fears is here to share her knowledge of financial planning and put you on the path to fiscal success.

#AMI

#BEST

#STRAW

#SHMS

See omnystudio.com/listener for privacy information.

Transcript

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0:00.0

Welcome to the show.

0:06.0

I am Roshan McDonald, the host of Money Making Conversations Masterclass, where we encourage people to stop reading other people's success stories and start planning their own.

0:16.0

Listen up as I interview entrepreneurs from around the country, talk to celebrities, and ask them how they're running their companies, and speak with nonprofits who are making a difference in their local communities.

0:27.8

Now sit back and listen as we unlock the secrets to their success on Money Making Conversations Masterclass.

0:35.0

My guess is, Sonny Fiers of the Morgan Stanley group.

0:40.1

This is right.

0:40.7

Within Morgan Stanley, she's one of the leading financial experts in discussing stocks,

0:45.5

saving programs, compounded interest portfolios, name, image, and likeness,

0:49.9

as well as lines of credit.

0:51.6

Sonia built her career and her family practice at Morgan Stanley,

0:55.4

along with her two daughters. They provide alternative investment opportunities,

0:59.0

retirement plans, and entertainment and sports financial consultations. Please welcome to

1:02.9

Money Making Conversation Masterclass, Sonia Fears. Good evening. Good evening. Thank you so much

1:08.8

for having me on your show, Sean. It's always a pleasure.

1:12.5

Well, I appreciate you being on the show. Appreciate you being on the show. Now tell me,

1:16.5

being on the show, you have a family and you got together and that's a, that, it's nothing

1:22.6

greater I have to assume than to be in business with your family. Tell us about that.

1:27.4

You're right. Nothing

1:28.3

greater. It is the greatest accomplishment, I must say, of my career, my adult life, my career,

1:35.8

to be able to build a legacy, build a business. And I have to say this industry is one of the few

1:44.0

industries that you can build up a practice and turn it over to your children.

1:50.0

And, you know, just create a legacy that at one day they can then turn it over to their children, hopefully if they can get one or two interested in being in the financial services industry.

...

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