Equita Financial Network provides a powerful community of support + a turnkey platform for women-led, independently operated, fee-only financial planning firms.
Equita is a SEC Registered Investment Advisor, that allows Member firms to conduct business as a DBA, thereby avoiding the need for Member firms to register either with the State or SEC.
Equita provides a turnkey platform that includes all the necessary resources to run a comprehensive financial planning firm, as well as investment management services.
Equita does not take an equity stake in any Member firm. Member firms maintain their own independent, autonomous brand. You own your client relationships – always.
The Equita platform is intentionally priced so that women business owners can keep more of what they make.
Equita provides a robust and structured community to support collaboration across Members, sharing of best practices, and client solutions + advocacy, education, and succession planning options.
In-person and virtual gatherings support the exchange of information and ideas between like-minded professionals who share freely and support one another.
Having an abundance mentality is an essential element of success when you become a part of the Equita community.
Equita also provides the opportunity to uncover potential partners for emergency continuity planning and/or succession planning purposes.
Member firms are CERTIFIED FINANCIAL PLANNER™ Professionals or will commit to earning the designation.
JOIN THE EQUITA FINANCIAL NETWORK
Equita Financial Network offers a remarkable opportunity for women in the financial advisory world to be a part of the ever-expanding EFN Community!
Membership is open to passionate and forward-thinking fee-only CFP® women in the profession.
You will gain exclusive access to a vibrant community where knowledge and ideas flow freely, fostering a sense of camaraderie and support among like-minded financial advisor professionals.
Join us at the membership level that is right for you!
MEMBERSHIP LEVELS:
Community Membership
As a valued Equita Community member, you’ll receive:
- Access to the robust online members-only Equita Community platform
- Automatic registration and complimentary attendance to our educational webinar series, Inspiring Insights (normally $39 per webinar for non-members; many qualify for CFP® and NAPFA CE credits)
- Weekly Virtual Member Meetings and Mastermind Groups, along with other exciting network events
Signature Platform Membership
As a valued Equita Signature Platform member, you’ll receive everything at the Community Membership level, plus:
- Centralized Firm Technology Hub – performance reporting, customizable client portal, CRM, and streamlined billing
- IT solution with 24/7 tech support
- Financial Planning Software – subscription
- Comprehensive insurance coverage – E&O, cyber liability, and wire fraud protection
- Ongoing compliance support, including marketing/ad review and registration documents
- Client invoicing support
- Annual scholarship for CFP® designation
- Custodial relationships with Charles Schwab & Co Inc. and TIAA
- Collaboration and networking through the Equita Member Platform, Slack community, and national peer gatherings
- Listing on the Equita ‘Find An Advisor’ directory
- Multiple investment management options to give every advisor agency of their client’s investment portfolio.
It’s time to take your business to the next level.
If you are driven, ambitious, and eager to connect with the best in the field, complete our application and embark on a transformative journey as an Equita Community Member or Signature Platform Member today.
Together, let’s redefine success for women in the world of finance!
Interested in joining our thriving Community?
Watch the Equita FN Introductory Web Session replay on demand to find out more about the network:
Seriously, aren’t you impressed?
