Equita Financial Network

Bridget Venus Grimes, CFP® here! 👋 I recently had the chance to share a little about Equita Financial Network at Future Proof, and I was asked about two themes we're focused on right now: 1️⃣ The importance of community. Building a firm requires a lot of decisions, and having a community of women who've been where you are and share freely helps to make the aligned choices for you and your firm. 2️⃣ Our commitment to independence. Our EquitaFN members keep their autonomy and their own vision for their firms, with a platform and partner ecosystem behind them. Independent doesn't have to mean alone. That's what we're building at EquitaFN. A big thank you to Goldman Sachs for the opportunity! 🙌

Women's financial lives don't follow a straight line, and neither should their tax planning. We're hosting a free live webinar on October 20th at 2:00 PM EST with Kate Laws of Holistiplan: 👉 The Her Money Blueprint: Tax Planning Conversations That Deepen Client Relationships From career changes and caregiving to divorce, widowhood, and business ownership- each of these pivotal moments brings important tax considerations and a real opportunity for advisors to deliver greater value. Kate will walk through how to navigate these conversations with a simple Hear, Educate, Recommend framework, plus a practical 90-day action plan you can start using right away! You'll walk away knowing how to: ✔️ Recognize tax planning opportunities connected to key life transitions for women ✔️ Initiate more meaningful, proactive tax conversations with clients ✔️ Incorporate tax planning into a broader, holistic advice experience Moderated by Katie Burke CFP® of Equita Financial Network Free to attend I Register today: https://lnkd.in/e3XkJKUC

A life lately update from Katie Burke CFP® 💚

Building a firm on your own timeline is one thing. Building it completely alone is another 💚 If you caught yourself nodding at any of these, we are here to support you. See how EquitaFN takes the backend off your plate at equitafn.com Equita Financial Network I Bridget Venus Grimes, CFP® I Katie Burke CFP® I Jacqueline O. I Suzanne Siracuse

One of the best things you can do as a female advisor, especially early on, is find your people. In a recent conversation with AdvisorEngine for their Action! series, Bridget Venus Grimes, CFP® shared some of her favorite communities for women in this industry: 👉 NAPFA - National Association of Personal Financial Advisors Women's Initiative 👉 Women's Alliance of Financial Advisors 👉 Equita Financial Network (that's us! 👋) 👉 Financial Planning Association (FPA®) 👉 The Externship- a mentorship program run by the incredible Hannah Moore, CFP® at Amplified Planning The magic of community is that you'll find people who are a few steps ahead, doing things differently than you, or asking the same questions you are. That kind of peer connection is one of the most underrated growth strategies in this business. Because building a firm is hard. But it's a lot easier when you're not doing it alone 💚 🎧 Listen to the full episode here: https://lnkd.in/gwj8HUZD Are you part of a community that has shaped your journey as an advisor? We'd love to hear 👇 Katie Burke CFP® I Suzanne Siracuse I Jacqueline O. I Equita Financial Network I WealthChoice LLC

Katie Burke CFP® here 👋 For years, my website was functional. It generated inquiries and nothing was technically broken, but it had stopped reflecting who I was, who I supported, and what kind of guidance clients could expect from me and my firm. So I made changes. I put my fees on the Method Financial Planning website. I invested in a full rebrand + website design with Bethany McLean and Bethany Works ® Design Studio. And I committed to putting language around things that had become instinctive in my client work but had never been fully expressed publicly. If you've been putting off your own rebrand, this one's for you. 📲 Swipe through for the full story → And if you want to read the full article, I wrote about this for Financial Advisor Magazine: https://lnkd.in/efzuXy_C

The advisors who will thrive in an AI-driven world aren't the ones with the most data. They're the ones who know how to have the most meaningful conversations. Join Bridget Venus Grimes, CFP® and Amy N. Mullen, CFP®, President of Money Quotient, on September 23rd at 3:00 PM EST for a free, practical conversation on how better client discovery can help you differentiate your firm, demonstrate your value, and build stronger, more enduring relationships. 👉 The Questions That Change Everything: How Better Client Conversations Can Grow Your RIA Free to attend — register today: https://lnkd.in/e5NAS4UG Suzanne Siracuse I Katie Burke CFP® I Equita Financial Network I Jacqueline O.

Succession planning is one of the most important steps you'll ever take as a firm owner- and it’s usually one of the most overlooked 👀 Without a roadmap, founders risk client attrition, lost firm value, and unnecessary stress during the transition. That's why we created the EquitaFN Succession Advantage®. 👉 Learn more at equitafn.com

Starting an independent firm shouldn't mean starting from zero. Most advisors don't fail because they're not good at what they do- they fail because they're trying to build compliance, tech, and operations from scratch, alone. EquitaFN gives you the infrastructure of an established firm from day one, so you can focus on growth instead of guesswork. 📲 Learn about our EFN membership at equitafn.com Bridget Venus Grimes, CFP® I Katie Burke CFP® I Jacqueline O.

The most expensive mistake I see other firm owners make isn't a bad hire or a missed deadline. It's underpricing themselves 👀 Bridget Venus Grimes, CFP® here 👋 I've talked to so many women running solo and ensemble firms who are barely charging what the work is worth. It feels safer in the moment, but it caps your revenue, and that caps your ability to hire good support, invest in the right technology, and actually scale. I got into this and more in a recent conversation with Suleman Din for AdvisorEngine's Action! series, including: -The Friday planning habit that keeps my team out of Monday morning panic -Why I built a transparent fee schedule instead of guessing at what to charge -How an AI note-taker changed the way I show up in client meetings -Why investment management is the first thing solo and small firm owners should outsource Now I have to know...do you think you're underpricing yourself as an advisor? 🎧 Listen to the full episode now at https://lnkd.in/ekgusG_n Equita Financial Network I WealthChoice LLC I Katie Burke CFP® I Suzanne Siracuse I Jacqueline O.