• 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, recovered some of its losses by close on Tuesday, dropped even further Wednesday, then climbed back up Thursday, before finishing down by 4.3% on Friday and 15% lower for its worst one-week decline since 2008.

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  • The Benefits of Hindsight

    2020 has already been challenging on both the national and global stages. The Coronavirus pandemic has quickly sent the world into a state of panic and fear, as businesses and schools shutter their doors, and government agencies advise “social distancing” to prevent the spread of the virus community-wide. It is clear that we are dealing

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  • 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 our member firms that we wanted to write a blog post about the best reads and listens on finance, business, leadership, and creativity, they jumped on board and sent us their recommendations.   If you’re looking for your next weekend read or podcast for

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  • 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 marking a call to action for accelerating gender equality.” This year’s IWD theme is #EachforEqual. How We Can Promote Gender Equality in Business  When you think about how to lead the charge for gender equality in your own

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  • 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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