It started with a mission inspired by real-life experiences. The disenfranchised woman who works for a financial advisory firm that makes her feel alone — no like-minded mentor to rely on for advice, no advocate to seek out for support. The woman who is overloaded with stress and anxiety, struggling to balance childcare and family
The financial services industry is about to be disrupted by an unprecedented, history-making shift in demographic power: Baby boomers, who make up America’s largest generation, are reaching their last years in the workforce and will be retiring en masse over the next decade. For our industry, that means many partner-level financial advisors are preparing to
“When we invest in women and girls, we are investing in the people who invest in everyone else.” — Melinda Gates Over the past year, Bridget and I have been asked to do a number of interviews about Equita Financial Network, in which we have discussed what we offer our members and the overall benefits
The time has come: You are finally ready to start your own financial planning firm. Perhaps you want to enter a new phase of your professional career, one that better meets your needs — whether it’s more fair compensation or a healthier work-life balance. Maybe you’re motivated by the flexibility and freedom that come with
As conversations about gender equality have gained steam over the past year, much ink has been spilled on the topic of women in the financial services industry. Many of these think pieces have revealed what we, at Equita, have known for quite some time: Women make excellent financial advisors. In her recent New York Times
There’s no doubt about it: Today’s women are killing it in the workplace. The data speaks for itself. According to recent reports from the Bureau of Labor Statistics, there are more than 73 million women in the U.S. workforce today. What’s more, women own close to 10 million businesses and are more likely than men
Let’s paint a picture of two, typical women in the financial services industry. The first is Katie, a financial planner who works for a firm in California. One day, Katie receives the call that those of us with young children dread: It’s from her nanny, saying that her child is sick. Of course, this means
By noon today I felt defeated. I had a few reasons that started me down this path, including another day of two sick kids following my every move as I tried to navigate a schedule full of conference calls (very thankful for the quick response of the mute button on my headset!) and client deadlines.