By Gretchen Halpin, Co-Founder of Beyond AUM Every day, decisions are made based on digitally sourced information, showcasing just how large a role the digital world plays in how we connect and engage with one another, including with clients and prospects. For this reason, it’s essential that financial advisors tick
The secret to maximizing energy, time, and productivity. 2nd in a Series. By Colleen Hallinan In The Intersection of Self-Care and Achievement we established that
Mindy McCubbin, founder and owner of Truman Wealth Advisors in Columbia, Missouri, joined Equita Financial Network in 2019 after learning about the platform at an FPA
You’ve worked hard to make your financial advisory firm a success. Going to school, earning certifications, getting that first client, building your brand … creating
By Gretchen Halpin It’s no secret that historically, investment advisors were seen as salespeople, with the commission-based model almost always putting the best interest of
While compliance is time consuming and costly, it shouldn’t be the reason you stay at a firm that doesn’t align with your values or your
Why might an advisor leave a large firm and branch out on their own? There are many benefits of going independent, from more freedom and
The secret to maximizing energy, time, and productivity. A Series. By Colleen Hallinan It’s not intuitive, but spending less time in what you consider “work”
By Eric Stein, CFA, and Mario Nardone, CFA: Advisors are busier than ever. Between running a business, attracting new clients, and retaining current clients, not
When it comes to successful financial advisors, there are certain traits that probably come to mind. In our latest blog for Advisor Perspectives, we explain
By Beyond AUM: Think of your website as the hub through which all of your financial advisory firm’s digital marketing activity is connected. Your digital
In November 2020, Kim Spencer, CFP®, CDFA®, founder of Next Step Financial, LLC, joined the Equita Financial Network platform as a Member Firm. Based in Blount County, Tennessee, Next Step Financial
By Beyond AUM This is a term that needs no definition or explanation. Whether we refer to them as the popular acronym “COIs,” as referral
Breaking away from an existing firm to go independent and start your own RIA is an exciting transition. It’s a move that can takes months or
By Colleen Jordan Hallinan, CFP®, Founder of Qii Consulting When you want growth AND the freedom to take your business to new levels, what is
You’re ready to break away from your current firm and launch your own RIA. Congrats! But before you make the transition, you need to do
By Beyond AUM You are in control of your business — surprise! This is the biggest secret that every financial advisory firm leader should know.
Financial advisors have been going independent and starting their own practices for years now, and the pandemic has accelerated this trend. The COVID-19 crisis has
Running a business is tough in normal circumstances. Adding in the COVID-19 pandemic, which has disproportionately impacted women-owned small businesses, and running a business on
Startups across the nation have suffered during the pandemic — yet COVID-19 has also led to a surge in creativity and entrepreneurship. The New York Times found that, whether because of layoffs or a desire for a
Financial advisors help their clients plan for their financial future every day — yet many advisors do not do the same for themselves. According to
Launching a business from the ground up is stressful — but it’s also exhilarating. Sometimes it’s that adrenaline alone that can sustain you through late
Have you ever wondered what a typical day looks like for a financial planner in the Equita Financial Network, and how the Equita platform helps these solo firm owners succeed? In this week’s
At Equita Financial Network, we’re passionate about supporting the professional and personal growth of our Member Firms. One way we do this is by sponsoring a
For many financial advisors, breaking away and starting their own independent RIA firm is the biggest achievement of their career. It’s the culmination of years
Parents are having to grapple with impossible decisions this back-to-school season. “If I send my child back to school, will that endanger their health, their
Throughout the COVID-19 pandemic, there has been a surge in interest worldwide in supporting nonprofits and giving back to communities in need. Donor-advised funds (DAFs) Fidelity Charitable and Schwab Charitable both
Your career goal might be to found your own financial advisory firm. The technical aspects of starting a business can be a challenge — from picking
According to a January 2020 ThinkAdvisor article, 2020 will be the first time in the history of the industry when there will be more independent advisors than employee-based advisors. And TD Ameritrade Institutional’s 2020
Meetings that go over the scheduled amount of time, family members that get sick and need your full attention, phones that go off all day
Right now, during the COVID-19 crisis, it’s hard to get anything done. The distractions are everywhere and it can feel impossible to focus, especially for those of
In 2019, for the first time, the World Health Organization (WHO) officially recognized workplace “burnout” as an occupational phenomenon. WHO said burnout can be classified by three factors: feelings
By Bridget Venus Grimes, CFP® As the COVID-19 pandemic has put our economies and world to a screeching halt, industries and people individually have had to pause,
Financial advisors serve as an anchor for their clients throughout life’s successes and challenges — such as starting a new job, switching careers, starting a
No industry has been immune to the COVID-19 crisis, and that includes financial advisory firms. As Barron’s magazine notes, most financial advisory firms calculate fees as a percentage of clients’ assets under management. “Those fees
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
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
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
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
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
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
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
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
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
Melinda Gates. Tory Burch. Sara Blakely. These are just a few of the successful, inspiring businesswomen who are lifting others up and making an impactful
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
Over the past five years, more than 800 advisors have left wirehouses or broker-dealers to join registered investment advisors (RIAs), according to Financial Planning —
Financial services is one of the least diverse sectors in the U.S. But you didn’t need us to tell you that. Just look at recent
This blog post is updated from a February 2019 article written by Equita co-founder, Katie Burke. Let me take you back to a tough day
With October being Women’s Small Business Month (WSBM), we couldn’t help but feel inspired by these stats: An average of 1,821 new women-owned businesses opened every
The Dalai Lama, in all of his great wisdom, once proclaimed that, “The western woman is going to change the world.” As women, there is
We all know that the percentage of women entering finance is dismal: The CFP Board reported that, for the years 2017, 2015, and 2013, the
In the 2017 viral comic, “The Mental Load: A Feminist Comic,” French illustrator Emma wrote, “When a man expects his partner to ask him to
Do men and women advisors get paid equally for doing the same work? The working paper, “Examining the Gender Pay Gap Among Financial Professionals: A
Throughout our careers, both Katie Burke and I (Bridget Grimes) have dealt with toxic business environments and have faced gender discrimination and ageism. We have
With #MeToo and #TimesUp, we’ve made big strides in highlighting and challenging the biases and discrimination women face in all facets of business — but
The financial planning industry has a gender issue — despite the fact that 70 percent of women seeking financial advice say they would prefer a
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 —
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,
“When we invest in women and girls, we are investing in the people who invest in everyone else.” — Melinda Gates Over the past year,
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
When we were just starting Equita, Katie Burke and I reached out to other women financial planners to find out what they would value most
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
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
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Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third-party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.
Confidentiality and Security
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