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 128 - Four Steps to Marketing in 2019
12 Days of Marketing - Morning Magic
12 Days of Marketing - Daily Focus
12 Days of Marketing - Quarterly Game Plan
12 Days of Marketing - Marketing, Branding & Business Development
12 Days of Marketing - Goal Setting
12 Days of Marketing - Mindset it the Game
12 Days of Marketing - 5 Year Vision
12 Days of Marketing - Business Life Integration
12 Days of Marketing - Evaluate and Benchmark
12 days of Marketing - Plan To Do The Plan
12 Days of Marketing - Why Advisors Fail
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Ep 126 - Being a Category of One with Joe Calloway
Ep 125 - Hosting a Successful Seminar with Mike Thurman
Ep 124 - The Value of Tech Integration with Kristen Schmidt
Ep 123 - Power of the Purse with Lynn Evans
Ep 122 - The Money Personalities with Scott and Bethany Palmer
Ep 121 - How to Merge Your Firms with Jen Goldman
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