Mary Meadows Livingston, CFA, CFP® an educator-turned-financial advisor, started Abeona Wealth in early 2020 with the goal of providing inclusive and empowering financial advice. Shortly thereafter in October, she joined Equita Financial Network. A little over a year later, we checked in with Mary Meadows to reflect on her experience with Equita so far.
Why did you join Equita and how has the experience been?
Mary Meadows Livingston: I had been in the financial industry for about 9 years and worked at a more traditional wealth management firm. Over the years as I continued my training and worked with more and more clients, I saw an increasing need to serve female clients in a different and better way. In my experience, women were sitting on the sidelines of their own and their family’s financial planning because they felt intimidated or uninterested in the way the process was being done. I started making plans to launch Abeona Wealth and found a great partner in Equita. As a solo entrepreneur, I wanted to make sure that I was able to bring high quality resources to my clients in an efficient way, which is something that Equita helped me provide.
Has Equita helped you achieve any of your specific goals?
Mary Meadows Livingston: Within the first year of business, I grew from 5 to 40 clients and have built a profitable financial planning and wealth management firm, filling a need in the market for empowering and approachable financial advice. The business and marketing coaching on the platform has been especially valuable as I seek to continue to grow my business, and the investment and trading platforms help me deliver high quality investment management in an efficient way.
How specifically has Equita helped you to prospect and serve new clients?
Mary Meadows Livingston: Prospects and new clients are often impressed with the services and security offered by Equita. They know they are going to receive individualized, boutique financial advice with the resources of a larger firm.
Any advice for women thinking about going solo?
Mary Meadows Livingston: Find a community with which you can get support and ask questions. Those who have been through the transition before can give you valuable advice and act as a sounding board as you make your way. Don’t question yourself – you can do it and you can be successful
Interested in Joining The Equita Platform? Get in Touch with Us Today
When we launched Equita, our goal was to make it easy for women to run their own firms and be successful at it. From valuable resources to industry expertise, we strive to open the door to professional fulfillment, collaboration, and a healthier well-being. Are you ready to bring your firm to the next level while maintaining your autonomous brand? Reach out to Equita today!