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