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Check out our latest articles and thought leadership From Equita Financial Network and Our Member Firms

Equita Financial Network Welcomes Seventh New Member Firm and Announces Upcoming “Inspiring Insights” Webinars

In this news release Equita Financial Network announces that Astraea Wealth Management, led by Laura Corbiani, has joined as a new firm member, bringing the number of firms to seven. The network is also announcing the upcoming speakers and topics for the Inspiring Insights Webinar Series.

Why Are More Women Clients Than Ever Firing Advisors?

The article "Why Are More Women Clients Than Ever Firing Advisors?" by Tracey Longo, highlights a growing trend of dissatisfaction among women investors towards their financial advisors, leading to an increased rate of them switching advisors. Longo leaned on Equita Co-founder Bridget Venus Grimes, CFP® for ways advisors can better align with the needs and expectations of female clients.

Bridget Grimes: Mentorship, Community & Empowering Women in Finance

Equita co-founder Bridget Venus Grimes joined the Framework podcast while at the FPA Annual Conference where they discussed Bridget's first money memory, her journey into the FP profession, how she became involved in FPA, and so much more!

‘Asking for the World:’ Unified Client View Remains Wealthtech’s Holy Grail

Equita co-founder Katie Burke joined other industry professionals as they discuss the technology they use and why in this Financial Advisor IQ article. Firms including Advyzon, Envestnet and Orion Advisor Solutions are working to provide advisors a single access point for all their tech needs.

The Impact of Financial Planning, With Jennifer and Lisa Dazols of Modern Family Finance

Equita members Jenni and Lisa Dazols were interviewed by Financial Planning Podcast host Justin Mack where they discussed how their own personal financial planning transformed their lives and planted the seed that would eventually grow their firm Modern Family Finance.

#FA Success Ep 352: Finding Personal Scale By Leveraging Yourself Through Outsourced Delegation, With Bridget Venus Grimes

Co-founder Bridget Venus Grimes, CFP® is featured on this edition of the Michael Kitces Nerd's Eye View FA Success Podcast where she shares finding personal scale by leveraging herself through delegation.

Katie Burke: Creating Community for Female Advisors

In this Action! interview, Equita co-founder Katie Burke discusses supporting diversity and inclusivity as an important factor for future growth and how communities can support women advisors.

How Ageism Has Impacted Me and My Clients

This Rethinking65 article penned by Equita Co-Founder Bridget Venus Grimes discusses age discrimination in the workplace and why financial planning is even more essential, especially for women, when it is present.

Bridget Grimes: What’s Needed To Retain Women in Wealth Management

Co-founder Bridget Venus Grimes, CFP® is featured by Action! Magazine in this video interview during the 2023 T3 Conference where she shares what’s needed to retain women in wealth management.

Equita Financial Network Adds New Member and “Inspiring Insights” Webinar Sessions

In this news release Equita Financial Network announces that Modern Family Finance, led by Lisa and Jennifer Dazols, has joined as a new member firm, bringing the number of member firms to seven. The network has also announced new speakers, topics, and dates for the Inspiring Insights educational webinar series. The series, which began in April, happens on the last Wednesday of each month at 4:00 p.m. ET and is dedicated to furthering the education and knowledge of fiduciary financial advisors.

Getting From $0 to $100 Million In AUM

This article in Rethinking65 by Denise DiStephan shares Equita member Mindy McCubbin, CFP®, founder of Truman Wealth Advisors, story as she told it to the Inspiring Insights webinar series audience during Inspiring Insights: How One Financial Advisor Grew AUM from $0 to $100M in Less Than 5 Years: A Proven Playbook for Creating a Profitable Business and a Happy Life. Watch the webinar replay here.

Mindy McCubbin: The Four Waves to a $100M Practice

This article by Susan Rupe of Advisor News tells the story of Equita member Mindy McCubbin, CFP®, founder of Truman Wealth Advisors, as she shared it on the May installment of the Inspiring Insights webinar series. McCubbin grew her practice from $0 to $100 million in assets under management in less than five years through four "waves" of growth. Watch the webinar replay here.

T3 2023 Interviews: Leveling the Playing Field - with Bridget Grimes and Katie Burke

In this episode of The White Report podcast, host Danielle White visits with Equita co-founders Bridget Venus Grimes and Katie Burke while at the T3 Technology Tools for Today Conference in Tampa. Listen as the three executives discuss trends in the world of finance, particularly addressing the retention of women in the field. Grimes and Burke share some of their own experiences in business and explain their critical mission to empower women in the financial industry.

Less Talk, More Action to Support Female Advisors

The Equita Network is the focus of this Advisor Perspectives article by Marie Swift in which she discusses the ways the network supports women in the financial services industry and how the co-founders and members are forging the path ahead to ensure women advisors have the resources they need to succeed.

Swift Chats Live at the 2023 T3 Technology Tools for Today Advisor Conference

Co-founders Bridget Venus Grimes and Katie Burke are honored to be a part of the T3 Technology Tools for Today Swift Chat where they discuss the importance of attending the T3 conference and how valuable it is to preview potential tech partners in real time.

Equita Financial Network Launches “Inspiring Insights” Series for Financial Advisors

In this news release Equita Financial Network announces the launch of their highly anticipated Inspiring Insights Webinar Series, an engaging and educational monthly online event tailored exclusively for financial advisors. Designed to enhance their expertise and empower professional growth, this exclusive series is a valuable benefit available to Equita Financial Network members. However, recognizing the interest from non-members, the network extends a warm invitation for them to attend as well, with a nominal fee for participation.

Deliberate Action: Bridging the Gap for Women in the Financial Planning Profession

In Episode #04 of NAPFA Nation, Katie Burke, CFP® and Bridget Venus Grimes, CFP® talk with host Marie Swift about how they became fee-only financial planners with two independently owned and operated firms, plus how – and why – they came together to establish Equita Financial Network, an umbrella Registered Investment Advisor (RIA) for other women-led RIA firms.

Building a Community for Women Advisors

Co-founders Katie Burke and Bridget Venus Grimes sit down with Marie Swift, host of the SwiftChats podcast/video interview series, to share their stories about starting out in the financial services industry, breaking out to start their own firms, and how they came together to form Equita.

What's on a Advisor's Tech Wish List?

Co-founders Katie Burke and Bridget Venus Grimes joined other industry professionals at the T3 Technology Tools for Today Conference in Tampa last month. WealthStackTV host Shannon Rosic caught up with them to find out what makes a great tech stack and why they picked certain technology providers for the Equita tech stack.

Female Advisors Need More Pathways

In this article by Jerilyn Klein of Rethinking65, Equita FN Co-founder Bridget Grimes discusses the shortage of women leaders to serve as role models and mentors in the industry and how roles don’t provide pay equality or the flexibility needed for women with families, or women who want balance in their life.

Advisor Speaks Out On Industry’s Treatment of Women

Labeled "too ambitious" and "too aggressive", Equita Co-founder Bridget Venus Grimes, CFP® founded her practice in 2016 after working two frustrating years at a wirehouse where the commission-based investment focus wasn't compatible with her idea of financial planning and 5 years at an RIA where she was a very high revenue-producing advisor. Read more about her journey in this ThinkAdvisor article by Jane Wollman Rusoff.

Why The Ranks Of Women Advisors Are Finally Increasing

FA Magazine interviewed Co-founder Bridget Venus Grimes and Equita FN Member Kim Spencer for this article on why the ranks of women advisors are finally increasing and how Equita FN is empowering women to take that step through community and resources.

Equita Financial Network Announces New Structure for Women’s Financial Advisor Group

In this news release Equita Financial Network shares the new member structure and new team members.

What should you do with your money in 2023 after last year’s downturn?: Investments

Equita FN Member Stefanie Crowe shared her views on what investors can expect in the year ahead.

Katie Burke Elected to NAPFA's Northeast/Mid-Atlantic Region Board of Directors as President

Katie Burke recently earned the role of president on NAPFA's Northeast/Mid-Atlantic Region (NEMA) Board of Directors, which governs the association, sets its strategic direction, monitors the organization’s finances and formulates the vision for its future.

Why are Financial Planners Failing Female Investors?

Bridget Grimes and Katie Burke share their take on why financial planners are failing women investors. Why does only one in three women ever trust or consult a financial advisor, often only when forced by her circumstances? Katie and Bridget reflect on what may be wrong with male-dominated firm policies when you look at them from a woman’s perspective, and find the answer in three broad categories. Here’s what you should know.

Katie Burke Elected to NAPFA's Northeast/Mid-Atlantic Region Board of Directors as Treasurer

Katie Burke recently earned the role of treasurer on NAPFA's Northeast/Mid-Atlantic Region (NEMA) Board of Directors.

Money Management for Female Professionals During the Pandemic

Bridget Grimes, Founder and President of WealhChoice, knows that there is a lot on everyone’s mind, and financial uncertainty creates tremendous stress. Tell your clients to take a few breaths, limit intake of the news, and get their hands around their financial situation. There are some actions they can take to make sure they will be okay now and in the future.

Truman Wealth Advisors' Mindy McCubbin: These are tricky financial times for all.

McCubbin said it will be hard to avoid the global impacts of the COVID-19 pandemic, and normalcy will likely come well after the stay-at-home orders lift. "We're going to all have to pull together to restart the big engine that is the U.S. economy, and that may look messy because it is such a large piece of the global economic engine," she said.

Bridget Venus Grimes, co-founder of Equita Financial Network Talks Real Business

Grimes knows first hand that serving clients and running a business are two very different things. This article highlights the differences between a traditional business plan and a financial advisor business plan through several advisors' lenses.

Equita Financial Network Featured in Weekend Reading for Financial Advisors

Researchers hypothesize that the reason may be limitations on women getting higher salary or promotions (extrinsic components of career success) at large firms, and consequently are opting for the personal happiness and growth (intrinsic motivators of success) at smaller firms, in addition to the ability to control their fees and what they charge (effectively ensuring that they are able to charge what they believe they are worth).

Equita Financial Network Announces New Member Firm

Equita Financial Network, Inc., a recently launched network of independent, women-led financial planning firms nationwide, announced that Truman Wealth Advisors of Columbia, Missouri, led by Mindy McCubbin, has joined the Equita platform. Truman Wealth Advisors was founded to provide objective financial planning to professionals, as well as independence and autonomy for McCubbin, according to Equita.

New Columbia group looks to boost investment in women-led startups

Mindy McCubbin and Susan Hart speak at inaugural COMO W.I.N.E. event on July 18. The group, which held its first networking event on Thursday, wants to “propel the early-stage growth” of women-led companies, according to one of its founders, Mindy McCubbin, the owner of Truman Wealth Advisors in Columbia, Missouri.

Author, Bridget Venus Grimes, discusses how to bridge the gap between where you are and where you want to be.

In order to get you where you want to go, both personally and financially, you need to know the roadblocks that could derail your goals and how to blast through them with poise, passion and purpose. That’s where Bridget Grimes, author of Corner Office Choices – The Executive Woman’s Guide to Financial Freedom, comes in. In this episode, she offers her holistic approach to financial career and personal planning that give you the tools to build your ideal life.

Empowering Females in Finance with Katie Burke and Bridget Grimes

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 characteristics of a great field that should be appealing to both men and women.

Dedicated Succession Planning Can Thwart Bad Apple Advisors

Grimes, who co-founded the Equita Financial Network with advisor Katie Burke, admits it’s difficult to find a successor. Too many retiring advisors simply want to sell their business, collect their payout and call it a day, or a life. Lured by the payout, many advisors are quick to assure clients they are in good hands. But many mom-and-pop investors are relying on that advisor to make the right long-term decisions, Grimes noted.

Advisors Katie Burke and Bridget Grimes launched Equita Financial Network in May for women-led financial planning firms.

This month, advisors Katie Burke and Bridget Grimes launched “Equita Financial Network“, an RIA specifically intended for women-led advisory firms who want to affiliate with a larger RIA entity for technology, compliance, and other back office support, while continuing to maintain their own brand and business (ostensibly by operating as a DBA under the Equita parent company’s RIA).

Firm Serving Women-Led RIAs Bulks Up Investment Offering

Equita Financial Network Announces New Chief Investment Strategist Mario Nardone. Equita Financial Network, a recently established RIA network for independent advisory firms led by women, has recruited Mario Nardone as its chief investment strategist, the company announced. Nardone, the president and co-founder of East Bay Investment Solutions in Charleston, S.C., serves as an outside chief investment officer. He provides member firms with tailored portfolio oversight, wealth management guidance and investment due diligence.

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