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
12 Days of Marketing - Episode 3 Defining Your Ideal Client
12 Days of Marketing - Episode 2 The Difference Between Marketing and Branding
12 Days of Marketing - Episode 1 Your Marketing Mindset
Episode 50 - Tony Vidler and the Fee Based Advisor Model
Episode 49 - Bob Burg and the Go-Giver Way
Episode 48 - The New Advisor Reality - 100% Outsource Marketing
Episode 47 - First Impressions, Dressing for Success with Patti Morrison
Episode 46 - #1 Marketing Tactic of Top Advisors
Episode 45 - To Book or Whitepaper
Episode 44 - 7 Ways to Make Your Website a Workhorse with Samantha Russell
Episode 43 - 10 Steps to Immaculate Marketing
Episode 42 - Dave Crenshaw and The Power of Having Fun
Episode 41 - Reinventing the Client Experience with Jennifer Goldman
Episode 40 - Worth Winning with Lauryn Williams
Episode 39 - Mastering ME - Your Personal Operating System
Episode 38 - 4 Questions to Discover Your Advisor Story
Episode 37 - Death By Referrals (Part 3/3)
Episode 36 - Warrior Advisors Have Laser-Like Focus w Olympian, Paul Kingsman
Episode 35 - A Letter from an Advisor to a Wholesaler with Frank Maselli
Episode 34 - Death By Referrals (Part 2/3)
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