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 208 - The New Dynamics of Social Event Marketing— With Ryan Van Sickle
Episode 207 - How to Find Your Resilience
Episode 206: 3 Marketing Trends for Advisors Who Want to Stand Out — With Jillian Bannister
Episode 205 - The Time for Succession Planning Is Now — With George Hartman
Episode 204 - Transform Your Thinking for Better Digital Marketing Outcomes — With James Robert Lay
Episode 203 - Going All-In With Online Millennial Entrepreneurs — With Danielle Granger Nava and Dustin Granger
Episode 202 - The Evolution of Advisor Marketing
Episode 201 - How to Turn Your Clients Into Raving Fans — With Luke Acree
Episode 200 - Top Things We Have Learned in 200 Episodes
Episode 199 — Why Your Team Needs a Masters in Inspiration — With Marlo Higgins
Episode 198 - Identity Theft Protection: Life’s Newest Necessity — With Dana Mantilia
Episode 197 - Magnetic Marketing and Operational Mastery — With Brittany Anderson
Episode 196 - 4 Steps to the Perfect Marketing Strategy
Episode 195 - Breaking Through Call Reluctance — With Connie Kadansky
Episode 194 - How to Power up Your Marketing Today— With Mark Mersman
Episode 193 - Educational Seminars: A Valuable Item in an Advisor's Marketing Toolbox — With Mike Thurman
Episode 192 - 6 Ways Podcasts Make You a Better Advisor
Episode 191 - What does it take to build a million-dollar company?
Episode 190 - The Truth about Marketing ROI
Episode 189 - How to Differentiate Yourself and Influence Clients — With Jack Martin
Join Podbean Ads Marketplace and connect with engaged listeners.
Advertise Today
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Right About Now with Ryan Alford
The Marketing Secrets Show
The Agile Brand™ with Greg Kihlstrom
B2B Agility™ with Greg Kihlström
eCommerce Fastlane: Shopify Experts Share Strategies for Acquisition, Conversion, Retention | Grow Your Shopify Store with DTC Marketing Tips