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 80 - The 7 Dynamic Digital Prospecting Tactics: Part 6
Episode 79 - Joseph Merlino & Value Creation
Episode 78 - The 7 Dynamic Digital Prospecting Techniques: Part 5
Episode 77 - Larry Miles - It Starts With Culture
Episode 76 - The 7 Digital Prospecting Techniques: Part 4
Episode 75 - White Glove Workshops: Seminar Marketing
Episode 74 - 7 Dynamic Digital Prospecting Techniques: Part 3
Episode 73 - 7 Dynamic Digital Prospect Techniques: Part 2
Episode 72 - Willa Silver - Good Referrals, Good Sales!
Episode 71 - The 7 Dynamic Digital Prospect Techniques: Part 1
Episode 70 - 10 Commandments of Investing
Episode 69 - Speaking directly with your ideal audience with Tom Poland
Episode 68 - The Business Model for Lead Advisors
Episode 67 - How to Overcome Adversity with Dr. Jack Singer
Episode 66 - The Power of a Niche
Episode 65 - The Mindset of a Sales Champion
Episode 64 - Medicare Marketing for Complete Client Offering
Episode 63 - Behavioral Finance with the Emotional Investor
Episode 62 - Total Client Engagement with Duncan MacPherson
Episode 61 - The Myth of Multitasking with Dave Crenshaw
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
The Goal Digger Podcast