“Deliberate Action: Bridging the Gap for Women in the Financial Planning Profession” with Katie Burke and Bridget Grimes - Episode #04 of NAPFA Nation

<p>In Episode #04 of NAPFA Nation, <a href= "https://www.linkedin.com/in/katie-burke-cfp%C2%AE-50586a1b/" target="_blank" rel="noopener">Katie Burke, CFP®</a> and <a href= "https://www.linkedin.com/in/bridget-venus-grimes-cfp/" target= "_blank" rel="noopener">Bridget Grimes, CFP®</a> talk with host Marie Swift about how they became fee-only financial planners with two independently owned and operated firms, plus how – and why – they came together to establish <a href="https://equitafn.com/" target="_blank" rel="noopener">Equita Financial Network (EFN)</a>, an umbrella Registered Investment Advisor (RIA) for other women-led RIA firms. Grimes, who was once told by a male in her previous employer’s peer group that she was “too ambitious”, and Burke, who was looking for other like-minded women with whom to create synergies, found each other and built their own solution (EFN) because they couldn’t find it anywhere else. Today, the two are forging ahead, bridging the gap, for other women-led financial planning firms.</p> <p><strong>Burke and Grimes tell us: </strong>   </p> <ul> <li>How they got started in the financial planning profession and why they are so passionate about helping other women be successful as independent financial advisors </li> <li>What they are doing to combat pay disparity, lack of female role models, and how to overcome the confidence gap</li> <li>How to find the right mentors and professional communities </li> <li>Why the DEIB movement matters – and how they are embracing it </li> <li>Productivity “hacks” for any busy business owner</li> </ul> <p><strong>Key points:</strong> As a profession, we need to help women feel valued and supported. Pay transparency, mentorship, role models, flexibility, community, and resources are needed. The financial services industry must do more than just talk the talk; more action is needed – including tangible resources and proven communities of support. Women in the financial advisory world can help by looking for ways to mentor or work alongside other women. Re