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
Our 100th Episode with Michael Kitces
Episode 99 - Holiday Touch Point Tips with Luke Acree
Episode 98- Pleasing the Algorithm with Jessica Jackson
Episode 97 - Marketing Secrets with Kristen Judd
Episode 96 - Next Level Niche with Marci Bair
Episode 95 - The Sales Side of Business with Wes Schaeffer
Episode 93 - Diversity and Inclusion in Finance with Robyn Pollack
Episode 92 - Creating Space for Serving Women with Barbara Provost
Episode 91- Values, Finance, and Sustainable Investing with Kimberly Griego-Kiel
Episode 90 - Striking it Niche with Stephen Wershing
Episode 89 - Social Media Research With Julia Ritchie
Episode 88 - Should You Be a Thought Leader?
Episode 87 - Influences vs Strategic Partnerships with Gwynn & Joanne
Episode 86 - The Power of Social Media with Heather Wilson
Episode 85 - WOW Website Formula
Episode 84 - Getting to Know Justin Koehler
Episode 83 - Karim Rashwan - Digital Age Marketing!
Episode 82 - The 7 Dynamic Digital Prospecting Techniques: Part 7
Episode 81 - Don Whalen: Precise Advising!
Join Podbean Ads Marketplace and connect with engaged listeners.
Advertise Today
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
Right About Now with Ryan Alford
The Marketing Secrets Show
The Agile Brand™ with Greg Kihlström
B2B Agility™ with Greg Kihlström
Online Marketing Made Easy with Amy Porterfield