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 244 – How to Be an Ally in a White Male-Dominated Workplace – With Julie Kratz
Mini-Series: How to Use Your Video as a Marketing Tool –– With Laura Garfield And Sharon Gottula of Idea Decanter - Part 3
Mini-Series: What to Do Before You Shoot Your Video –– With Laura Garfield and Sharon Gottula of Idea Decanter - Part 2
Mini-Series: How to Make Your Videos Way More Authentic –– With Laura Garfield And Sharon Gottula of Idea Decanter - Part 1
Episode 243 – How to Make Your Advisor Website Accessible –– With Natalie Hadley
Episode 242 – PR Hacks for Every Financial Advisor –– With Marie Swift
Episode 241 – How to Go From Bad to Good to Great Marketing
Episode 240 – What Will Your Comeback Story Be? –– With Bob DiMeo
Episode 239 – Easy Ways to Increase Traffic to Your Advisor Website –– With Nitesh Verma
Episode 238 – 5 Reasons Your Lead Generation Isn’t Effective and How to Improve It
Episode 237 – Start Making Connection Calls With Your Clients Now –– With Brad Johnson
Episode 236 – How Advisors Can Benefit From Leadership Development –– With Peter Montoya
Episode 235 – Overcome Your Self-Limiting Beliefs and Win! –– With JM Ryerson
Episode 234 –Stop Viewing Compliance as Your Business-Prevention Department –– With Leila Shaver
Episode 233 - Beware of “10X” and “We Fill Your Pipeline” Claims
Episode 232 – How to Hire the Right People for Your Firm –– With Duane Roberts
Episode 231 – Transparency Wave -- With Paul Pagnato
Episode 230 – Sales Techniques and Triggers With Jason Smith
Episode 229 - Marketing to The Forgotten Generation
Episode 228: Building Your Business to Run Without You - With Erin Botsford
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