Equita in the Media: U.S. News & World Report

It’s been a busy past two months at Equita Financial Network! We couldn’t be more excited to have Equita’s story, mission, and vision featured in U.S. News & World Report.

In October, we talked with U.S. News & World Report for their piece on how to become an independent financial advisor. We shared tips on how to manage the transition from working for another person’s firm to becoming your own boss. One tip we had? Build a support network (which Equita offers). In Katie’s words:

“Having other like-minded planners to reach out to is important for your sanity; you can tap into their expertise for advice on everything from client cases, to running your business, to managing family and business.”

In November, as a follow-up to our last feature, we spoke with U.S. News & World Report again, this time talking about the underlying, systemic reasons why female advisors are leaving bigger firms: low glass ceilings and barriers to advancement across the finance industry.

Because of the industry’s gender problem, many women are launching their own firms (which offers flexibility, support, independence, and unlimited earning potential) — and prospering. We talked about our own experiences leaving larger firms and going independent. Bridget talked about how nerve-racking it was to walk away from her former employer without knowing if she’d have a single client the next day. Despite that fear, she’s never regretted it, not for one day.

You can read the full pieces here:

  1. Becoming an Independent Financial Advisor, U.S. News & World Report, Written by Coryanne Hicks, Published October 15, 2019
  2. Female Advisors Start Their Own Firms to Prosper, U.S. News & World Report, Written by Coryanne Hicks, Published November 18, 2019

If you are interested in learning more about Equita and how our platform can support your long-term success, contact us today.

Author: Equita