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
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Episode 12 - 9 Outcomes of a Great Advisor Brand
Episode 11 - 5 Steps to Creating Great Content
Episode 10 - Get to Know Robert Sofia & Snappy Kraken's Marketing Platform
Episode 9 - 7 Keys to an Ultra Effective Advisor Website
Episode 8 - Getting to Know Sheryl Brown of Ash Brokerage
Episode 7 - 5 Big Marketing Mistakes Advisors Make
Episode 6 - The Importance of Making Small, Cummulative Impressions
Episode 5 - The Real Scoop on Inspiring Referrals
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Episode 3 - Get Quoted: Tips & Tactics to Become the Most Quotable Financial Advisor In Your Market w/Veronica Dagher
Episode 2 - Top 5 Keys To Working With the Press To Grow Your Advisor Practice w/Matt Ackermann
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