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 60 - 5 Media Relation Tools for Advisors
Episode 59 - For the Women with Patti Morrison
Episode 58 - Where to find High Net Worth Women
Episode 57 - Prospects, Social Media, and The Best Brand with Jay Coulter
Episode 56 - Win New Customers with Jean Ginzburg
Episode 55 - Digital Content Marketing with Bryan Muir
Olympic Special - The Mindset of an Olympian with Paul Kingsman
Episode 54 - Offer Something Truly Unique and Different with Abby Schnidermann and Harris Scher
Episode 53 - Andrew Saksa & Luke Acree: Key to Building Generational Relationships
Episode 52 - 5 Things Clients ACTUALLY Care About: Preparing for an Awesome 2018
Episode 51 - Bill Good & The Bill Good Marketing Method
12 Days of Marketing - Episode 12 Events!
12 Days of Marketing - Episode 11 Nurture Sequences
12 Days of Marketing - Episode 10 Developing Your Social Media Strategy
12 Days of Marketing - Episode 9 Building a Role Specific Website
12 Days of Marketing - Episode 8 Starting a Vlog
12 Days of Marketing - Episode 7 Starting a Podcast
12 Days of Marketing - Episode 6 Drafting Your White Paper
12 Days of Marketing - Episode 5 Your Financial Planning Process
12 Days of Marketing - Episode 4 Packing Your Message Into a Brand
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