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 nights and long weekends and marathon calls with your team, COIs, and prospective clients. But after you’re done powering through those startup years and can
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 blog post, we were honored to be able to feature Stefanie Crowe, who joined the Equita platform in June 2020. Stefanie is the founder of AegleWealth,
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
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