#41 DEFINING SUCCESS - talking money with Mehjabeen Patrick, Anna Sofat and Lottie Leefe

A vision of a world built with integrity.

I’m delighted to welcome you to our the first of our two special podcast episodes which accompanies our Defining Success report. For this first podcast we tackle a tricky subject for creatives: money.

In search of expert guidance around what makes a creative venture attractive to financial investors and how we should plan for our personal financial future, Jodi Muter-Hamilton speaks to three incredible women for this podcast:

• Mehjabeen Patrick, chief financial and investment officer at Creative England and Creative Industries Federation

• Anna Sofat, associate director of wealth at Progeny

• Lottie Leefe, founder and director of DURA Private and The Dura Society

Mehjabeen Patrick is responsible for the implementation and running of all operating functions across Creative England and Creative Industries Federation. With extensive experience as a finance director, Mehjabeen oversees all investment activity for the company and has a keen interest in growing its commercial activities and diversifying its income stream. Previously Mehjabeen worked as Director of Finance for the United Nations Association and Stakeholder Forum.

Often referred to as “the voice of women’s wealth”, Anna Sofat, has been helping women invest their money for decades. Anna has changed the culture of wealth; by empowering women through advice & investment. As the pioneering founder of Addidi and now associate director of wealth at Progeny, we learn from Anna how to find your financial number. A number which creates a comfort point, been where what you need and want is sufficient.

Lottie Leefe is a qualified wealth planner that advises UHNW/HNW individuals, as well as Next-Gen wealth, on their global assets and investments including art, real estate, wine, luxury goods and philanthropy. Lottie Leefe, who is the founder of DURA Private, a private client wealth consultancy, and founder of financial wellbeing platform The Dura Society. Both of which champion another kind of wealth.

Each of these women has caved a path that is individual to them, but also one that supports others to gain an understanding of the many different ways in which we can create a more financially secure future for ourselves, our businesses and future generations.

As creatives, we tend to leave money matters at the bottom of the to-do list. Maybe that’s because to us creativity comes first and financial reward second. Or perhaps it’s because throughout our lives we have not been taught how to manage our personal and business finances. However, we have the ability to gain knowledge and meet money matters head-on.

“After all, as the saying goes, if you fail to plan, plan to fail.” Benjamin Franklin.

This podcast is part of our Defining Success report and two accompanying podcasts. In our second Defining Success podcast we explore the less tangible subject of how to recognise and nurture creative potential with Sara Maino, head of Vogue Talents, deputy director of Vogue Italia and international brand ambassador at Camera Nazionale della Moda Italiana.