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Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession.

Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at helping independent financial advisors throughout the various conversations.

Learn more at https://www.ImpactCommunications.org

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  2. Building a Community for Women Advisors with Bridget Grimes and Katie Burke

Building a Community for Women Advisors with Bridget Grimes and Katie Burke

Mar 29, 2023

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Bridget Grimes, CFP® and Katie Burke, CFP®, Co-Founders of Equita Financial Network, an entity that empowers independent, women-led financial planning firms to provide outstanding service to their clients, achieve business success, and leverage a network that allows them to do their life’s work without sacrificing what matters most.

Katie and Bridget share their stories about starting out in the financial services industry, breaking out to start their own firms, and how they came together to form Equita. The trio also discuss the challenges women face in the industry and how the Equita Financial Network can help support them by creating a reliable community helping all women achieve their goals.

Learn more about Equita Financial Network at: https://www.EquitaFN.com