Did you know that fewer than one in four CFP® professionals are women and it’s been that way for at least a decade? Financial planning can be a great place for women to work, grown and thrive. So, why is it not attracting more women? Its an industry about building relationships, problem solving, having control over your work and problem solving. All characterstics of a great field that should be appealing to both men and women.
Yet the continued male dominance has created a disparity in interest. Fortunately, on today's espiode of Top Advisor Marketing Matt welcomes Bridget Grimes and Katie Burke, co-founders of Equita Financial Network, and two females in finance seeking to correct for that difference.
Bridget and Katie designed Equita to provide the support women aren’t getting from the male led firms that dominate the industry. Equita provides a variety of support systems to women financial planners including networking, scholarship opportunities, peer to peer mentoring, and professional development. It also has a fee structure system designed to reward women as they grow their firms. All of these strategies have been thoughtfully implements to help women become increasingly successful in the financial field.
In addition to running the Equita Financial Network, Bridget is a newly minted author of Corner Office Choices, and both Bridget and Katie manage their own financial planning firms.
To learn more about how Katie and Bridget are changing the way women work in finance, be sure to listen in today or check our Bridget's new book, linked below.
LINKS: CORNER OFFICE CHOICES | Click here to listen to an exercpt of the book on iTunes | METHOD FINANCIAL PLANNING | WEALTH CHOICE
Episode 284 – Top 5 Reasons To Outsource (Even if You’re a Self-Described Control Freak)
Episode 283 – How To Leverage the Power of Outsourcing Through a Network of Referral Partners –– With Brad Wales
Episode 282 – Why Posting on Every Social Media Platform Imaginable Doesn’t Create Influence –– With Mohit Rajhans
Episode 281 – What It Actually Takes To Get Leads: 5 Forgotten Marketing Rules
Episode 280 – How This Advisor Gets 10,000 Listens Every Month by Podcasting About Life (Not Money!) –– With Jimmy Williams
Episode 279 – 3 Popular Myths That Stop Advisors From Starting a Podcast
Episode 278 – How To Use Multiple Forms of Media To Become a Subject Matter Authority –– With Jason Pereira
Episode 277– Why Top Advisors Are Rebranding Their Client Meetings –– With Duncan MacPherson
Episode 276 - How to Make Extremely Accurate Documentation Ridiculously Easy –– With Maree Moscati
Episode 275 - Here’s What It’s Like To Podcast With Us! –– With Lauren Bus
Episode 274 - Why Innovation Is More Essential Than Ever for Today’s Advisors –– With Bill Hortz
Episode 273 - How to Attract Ideal Prospects by Being Yourself –– With Matthew Jarvis
Episode 272- How To Overcome 15 “Buts” That Keep Your Business From Achieving the Next Level of Success
Episode 271 - Secrets To Writing Click-Worthy Social Media Posts for Your Niche –– With Jeff Woodhouse
Episode 270 - How To Build Influence That Gets Prospects To “Yes” Faster During a Virtual Sales Process –– With Patrick Brewer
Episode 269 - 16 Social Media Etiquette Rules for Financial Advisors
Episode 268 - The Most Successful 401(k) Advisors Niche Out: Here’s How! –– With Jake Rushton
Episode 267 – Ways To Get Women Highly Involved in Retirement Planning –– With Marcia Mantell
Episode 266 – How To Help Professionally Successful Women Survive a Divorce –– With Allison Jeffereys
Episode 265 – How To Stop Being Involved in Every Aspect of Your Business
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