All entrepreneurs have a wish list when it comes to building their business — the marketing, the technology suite, the coaching, the relationships. They ultimately want to provide the best offering they can for their clients.
But this can be expensive, whether you’re just starting your business or are decades into running your own firm.
Enter Equita Financial Network: We provide everything female founders need to run a high-quality financial planning firm. You still have full ownership over your brand and your company — we just make it a lot easier for you to be successful.
Equita wants to change the financial services industry as we know it. We want women to not only stay in financial planning, but thrive. We want women to feel supported and included, like they are a part of the industry — whereas forever we have felt excluded, not part of the club, as though we couldn’t be successful as financial advisors because of our gender.
Women who want to stand apart from the crowd and go their own way make people feel uncomfortable, especially people at institutions that have always done things a certain way.
Equita is here to disrupt the industry and let women know that there is another way, a better way, to build the business you want and build the life you want to live.
We believe that:
talks about four key de-railers that can prevent women executives from leading the lives they want.
You’re an employee at a firm, but you want to have more. You don’t want to just get paid based on what the people up top are deciding you get paid. You want to work with the clients you want to work with, and not be told how to build your business. You want to be a business owner, but you find that there’s no easy way for that to happen.
You want to scale your business, but you can’t do it yourself because there are not enough hours in the day. You’re so engrossed in just running your business that you don’t have the time and energy to strategize and invest in future growth.
Whether you’re leaving your current firm to start your own company, or wanting to grow your existing company, it can be expensive, lonely, and nerve-wracking. At Equita, we provide the resources you need to succeed and be accountable.
If you are an experienced financial planner and you want to run a business on your own terms, then Equita is the right fit.
Mindy McCubbin, founder and owner of Truman Wealth Advisors in Columbia, Missouri, joined Equita Financial Network in 2019 after learning about the platform at an FPA
You’ve worked hard to make your financial advisory firm a success. Going to school, earning certifications, getting that first client, building your brand … creating
Jackie King inspires us with the quote above to reach as many female advisors as possible. It pushes us to expand our reach and make sure it is felt throughout the financial advisory industry
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We recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve your account.
Categories of Information We May Collect
In the normal course of business, we may collect the following types of information:
How We Use Your Information That We Collect
Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third-party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.
Confidentiality and Security
We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.
