My Husband’s Brain Cancer Diagnosis Taught Me the True Meaning of Succession Planning
When I launched my financial planning firm a decade ago, my focus was on growth. I wanted to build something from the ground up, serve
Succession Planning Is a Top Year-End Priority
As 2025 comes to a close, most advisory firm owners, including myself, are once again carving out time to reflect on the past year. We
Female Breadwinners Struggle to Find Work-Life Balance
During my 15 years in the financial planning industry, more than a few of my female attorney clients have grappled with the challenge of achieving
How Equita Empowers Women-Led Firms Through Community, Growth, and Tech
Equita Financial Network was built to solve a problem: solo women advisors lacking the support, pay equity and flexibility to grow on their own terms.
Focused on the Future: Breadwinner Women, Gen Z and Succession with Bridget Venus Grimes
When your career path zigzags from Wall Street to pastry kitchens and back to finance, you pick up lessons most playbooks miss. In this episode
Equita Launches Succession Planning Program For Women Advisors
Equita Financial Network, a wealth management platform for women-owned, fee-only financial advisors, has launched a succession planning service for its members. The new service, called
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