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 33 - Death By Referrals (Part 1/3)
Episode 32 - How To Leverage Impact Investing In Your Practice with Sonya Dreizler
Episode 31 - The Demise of Prospecting
Episode 30 - Why Women Leave Their Financial Advisors
Episode 29 - 5 Questions Advisors Ask About Connecting with HNW Prospects (w John Frankot)
Episode 28 - Why Advisors Should Care About Behavioral Finance
Episode 27 - The #1 Selling Mistake Keeping Advisors From Earning Serious Money w Jimmy Lyons & Jeff Tompkins
Episode 26- 5 Excuses That Kill Your Marketing Success
Episode 25 - The Mental Side of Marketing
Episode 24 - How to Leverage Talent in Your Practice
Episode 23 - How to Start Your Own Financial Podcast
Episode 22 - John Anderson's "4 Ways to Create Positive Client Experiences (and get more referrals)"
Episode 21 - Kirk Lowe's 10 Favorite Marketing Tools
Episode 20 - "5 Communication Faux Pas, Missteps and Mistakes" by Renee Walker, Marketing Strategist
Episode 19 - Get to Know Doug Heikkinen at IRIS.xyz
Episode 18 - 5 Clues Your Marketing May Fail (with John Anderson of SEI, Practically Speaking Blog)
Episode 17 - Top 9 Advisor Marketing Insights from SEI Conference 2017
Episode 16 - 270 Days to a Better Practice; Better Clients, More Fun, More Time and More Money
Episode 15 - Get to Know Susan Bradley & Sudden Money Institute
Episode 14 - How 4 Frogs and 1 Elephant Can Help You Attract Ideal Prospects
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