How to Avoid Advisor Burnout During the COVID-19 Crisis
In 2019, for the first time, the World Health Organization (WHO) officially recognized workplace “burnout” as an occupational phenomenon. WHO said burnout can […]
Advisor
Planning-Based Firms Provide Unique Value During Uncertain Times
By Bridget Venus Grimes, CFP® As the COVID-19 pandemic has put our economies and world to a screeching halt, industries
How to Help Your Clients Through the COVID-19 Crisis
Financial advisors serve as an anchor for their clients throughout life’s successes and challenges — such as starting a new
What the CARES Act Means for Financial Advisors
No industry has been immune to the COVID-19 crisis, and that includes financial advisory firms. As Barron’s magazine notes, most financial advisory firms calculate fees as a percentage of
Markets and Economy: Last Week in Review
US stocks were on a roller coaster ride last week. The S&P 500 Index fell sharply the previous Monday morning,
The Benefits of Hindsight
2020 has already been challenging on both the national and global stages. The Coronavirus pandemic has quickly sent the world
Equita’s Favorite Financial Podcasts and Books
At Equita Financial Network, we’re constantly sharing resources, advice, inspiration, and support so we can run our firms better and succeed. So when we told
Ways We Can Fight for Gender Equality This International Women’s Day
This March 8th is International Women’s Day (IWD), a “global day celebrating the social, economic, cultural, and political achievements of women — while also
Top Resources You Need to Succeed as a Financial Planning Firm
When you first launch a company, you’re siloed: You’re going through this exciting — but isolating — experience, and your friends and family might not be able to relate or give
Why Community Matters
There are countless studies and statistics out there on the benefits of having a strong support network, but today, we’d like to talk about
