The right resources and experience opens the door to professional fulfillment and a healthier well-being. They also allow you to build a culture that positions others to thrive, encourages pay equality, favors work-life balance, and fosters community so professionals can collaborate and share best practices and solutions.
Launching a business from the ground up is stressful — but it’s also exhilarating. Sometimes it’s that adrenaline alone that can sustain you through late
Have you ever wondered what a typical day looks like for a financial planner in the Equita Financial Network, and how the Equita platform helps these solo firm owners succeed? In this week’s
The average woman executive leaves a million dollars on the table over the course of her working life, simply by not knowing how much she is worth or asking for what she deserves. How is this possible?
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Equita wants to help you grow your firm, so we offer business coaching and team development through management consulting firm Qii Consulting. You’ll get access to:
A solid technology infrastructure is crucial to the long-term sustainability of your business, and to the service you provide your clients. We provide the software you need to streamline and grow your business. We also provide the marketing coaching and resources you need to scale your business.
Our comprehensive E&O insurance covers the biggest claim issues in the industry, such as:
We understand the need to support female businesses through funding (financial capital) and skills training (human capital), but at Equita we take it one step further by providing “social capital” in the form of powerful support networks.
The compliance process can be time-consuming; Equita takes this off your plate. Equita provides all ongoing compliance oversight for Member Firms. This includes:
Equita has put together a dream team of resources to take the research and guesswork out of portfolio management. These resources create efficiency in your business so you can focus on your clients’ needs.
