• 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 the advice you need. That’s why it’s so important to have a support group of like-minded professionals. Having someone to bounce ideas off of, to share ideas with, to lean on, to celebrate the highs and commiserate the lows with, makes running a company so much easier. When Katie

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  • 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 why community matters coming from our own personal experiences.  Why Community Matters to Equita Co-Founder Katie Burke  The story of why I left my previous job and started my own planning firm, Method Financial Planning, is a story I

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  • Client Onboarding: 5 Common Mistakes to Avoid 

    When seeking new business for your firm, first impressions matter. And sometimes, that “first impression” can last three months.  According to InvestmentNews, it can take anywhere from two weeks to three months to onboard a client. This time period is arguably the most crucial time because it sets the tone for the entire relationship. You want your clients to feel welcomed, confident that they

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  • Female Entrepreneurs Need Access to All Forms of Capital — Particularly Social Capital 

    Did you know that we could add $5 trillion to the global economy if we supported women entrepreneurs?   Yep, you read that right — $5 trillion. That’s what new analysis by Boston Consulting Group (BCG) has found. If women and men participated equally as entrepreneurs, global GDP could rise by approximately 3% to 6% (boosting the global economy by $2.5

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