Bridget Grimes's guest appearances

Bridget Grimes

Top Advisor Marketing Podcast

Author Hour

LifeBlood

Where There’s a Will There’s a Way

NAPFA Nation Podcast

Lauryn Williams

Marcia Mantell

Bethany Palmer

Derek Notman

George Kinder

Taylor Schulte

Russ Thornton

Aaron Pottichen

Julie Kratz

Kathy Longo

Scott MacKillop

Travis Parry

Chance Butler

Brian North

Mark Melin

OwlTail

Katie Burke

In Episode #04 of NAPFA Nation, Katie Burke, CFP® and Bridget Grimes, CFP® 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 Equita Financial Network (EFN), 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. Burke and Grimes tell us:      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  What they are doing to combat pay disparity, lack of female role models, and how to overcome the confidence gap How to find the right mentors and professional communities  Why the DEIB movement matters – and how they are embracing it  Productivity “hacks” for any busy business owner  Key points: 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. Representation and visibility matters. Grit and ambition is needed as an independent business owner; seeing these great qualities, especially in a woman, is important. Special Note: In 2023, we rebranded the NAPFA podcast with a new album cover and series title: NAPFA Nation. We are shifting our monthly episodes to bring you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Marie Swift, Founder and CEO of Impact Communications, will continue on as host, interviewing a variety of NAPFA members and professionals. You will still be able to find on this channel the 32 Mindset Mastery episodes with respected fiduciary financial planners and allied advocates who are committed to accomplishing great things as they master their own mindset and continue to serve their clients in the best ways possible. Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org

In Episode #04 of NAPFA Nation, <a href="https://www.linkedin.com/in/katie-burke-cfp%C2%AE-50586a1b/" rel="noopener nofollow" target="_blank">Katie Burke, CFP®</a> and <a href="https://www.linkedin.com/in/bridget-venus-grimes-cfp/" rel="noopener nofollow" target="_blank">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/" rel="noopener nofollow" target="_blank">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. Burke and Grimes tell us:     <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> Key points: 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. Representation and visibility matters. Grit and ambition is needed as an independent business owner; seeing these great qualities, especially in a woman, is important. Special Note: In 2023, we rebranded the NAPFA podcast with a new album cover and series title: NAPFA Nation. We are shifting our monthly episodes to bring you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. <a href="https://marieswift.com" rel="noopener nofollow" target="_blank">Marie Swift</a>, Founder and CEO of Impact Communications, will continue on as host, interviewing a variety of NAPFA members and professionals. You will still be able to find on this channel the 32 Mindset Mastery episodes with respected fiduciary financial planners and allied advocates who are committed to accomplishing great things as they master their own mindset and continue to serve their clients in the best ways possible. Brought to you by <a href="https://www.napfa.org/" rel="noopener nofollow" target="_blank">NAPFA</a> - the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at <a href="https://www.napfa.org/" rel="noopener nofollow" target="_blank">https://www.NAPFA.org</a>

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

In this episode, we talked about the importance of understanding the fundamentals of your financial life, spending time to truly think about and set goals, common mistakes to avoid, and how to get started with Bridget Grimes, CFP, Founder and President of Wealth Choice and Author of Corner Office Choices.  Listen to learn how to think about and plan for your future career and lifestyle! For the Difference Making Tip, scan ahead to 17:45! You can learn more about Bridget at WealthChoice.com, Facebook and LinkedIn. We’re honored to have been named one of the top podcasts for investing! We’re on YouTube, check us out! George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2020! Have George speak to your organization. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com. 

In this episode, we talked about the importance of understanding the fundamentals of your financial life, spending time to truly think about and set goals, common mistakes to avoid, and how to get started with Bridget Grimes, CFP, Founder and President of Wealth Choice and Author of Corner Office Choices.  Listen to learn how to think about and plan for your future career and lifestyle! For the Difference Making Tip, scan ahead to 17:45! You can learn more about Bridget at <a href="https://wealthchoice.com/" rel="nofollow" target="_blank">WealthChoice.com</a>, <a href="https://www.facebook.com/wealthchoice" rel="nofollow" target="_blank">Facebook</a> and <a href="https://www.linkedin.com/in/bridget-venus-grimes-cfp%C2%AE-7972a527/" rel="nofollow" target="_blank">LinkedIn</a>. We’re honored to have been named one of the <a href="https://apple.news/AbVVQ39tPQOmtc3jlLTSJGQ" rel="nofollow" target="_blank">top podcasts for investing</a>! We’re on <a href="https://www.youtube.com/channel/UCLhb_oqx4Owqaaivzy4ujIA/" rel="nofollow" target="_blank">YouTube</a>, check us out! George is honored to be included on <a href="https://www.investopedia.com/top-100-financial-advisors-5081707?utm_source=financial-advisor&amp;utm_campaign=&amp;utm_term=21907334&amp;utm_medium=email" rel="nofollow" target="_blank">Investopedia</a>'s list of the Top 100 Financial Advisors for 2020! Have George <a href="https://aw12b49a.aweb.page/p/0094cd31-fbd4-4c39-a6eb-160e102f4f7f" rel="nofollow" target="_blank">speak</a> to your organization. You can learn more about the show at <a href="http://georgegrombacher.com/" rel="nofollow" target="_blank">GeorgeGrombacher.com</a>, <a href="https://twitter.com/glgrombacher" rel="nofollow" target="_blank">Twitter</a>, <a href="https://www.linkedin.com/in/georgegrombacher/" rel="nofollow" target="_blank">LinkedIn</a>, <a href="https://www.instagram.com/glgrombacher/" rel="nofollow" target="_blank">Instagram</a> and <a href="https://www.facebook.com/GLGrombacher/" rel="nofollow" target="_blank">Facebook</a> or contact George at Contact@GeorgeGrombacher.com.

The Most Important Things with Bridget Grimes

Did you know that fewer than one in four CFP® professionals are women and it’s been that way for at least a decade? Financial planning can be a great place for women to work, grown and thrive. So, why is it not attracting more women?  Its an industry about building relationships, problem solving, having control over your work and problem solving. All characterstics of a great field that should be appealing to both men and women.Yet the continued male dominance has created a disparity in interest. Fortunately, on today's espiode of Top Advisor Marketing Matt welcomes Bridget Grimes and Katie Burke, co-founders of Equita Financial Network, and two females in finance seeking to correct for that difference.Bridget and Katie designed Equita to provide the support women aren’t getting from the male led firms that dominate the industry. Equita provides a variety of support systems to women financial planners including networking, scholarship opportunities, peer to peer mentoring, and professional development. It also has a fee structure system designed to reward women as they grow their firms. All of these strategies have been thoughtfully implements to help women become increasingly successful in the financial field.In addition to running the Equita Financial Network, Bridget is a newly minted author of Corner Office Choices, and both Bridget and Katie manage their own financial planning firms.To learn more about how Katie and Bridget are changing the way women work in finance, be sure to listen in today or check our Bridget's new book, linked below.LINKS: CORNER OFFICE CHOICES | Click here to listen to an exercpt of the book on iTunes | METHOD FINANCIAL PLANNING | WEALTH CHOICE

Did you know that fewer than one in four CFP® professionals are women and it’s been that way for at least a decade? Financial planning can be a great place for women to work, grown and thrive. So, why is it not attracting more women?  Its an industry about building relationships, problem solving, having control over your work and problem solving. All characterstics of a great field that should be appealing to both men and women. Yet the continued male dominance has created a disparity in interest. Fortunately, on today's espiode of Top Advisor Marketing Matt welcomes Bridget Grimes and Katie Burke, co-founders of Equita Financial Network, and two females in finance seeking to correct for that difference. Bridget and Katie designed Equita to provide the support women aren’t getting from the male led firms that dominate the industry. Equita provides a variety of support systems to women financial planners including networking, scholarship opportunities, peer to peer mentoring, and professional development. It also has a fee structure system designed to reward women as they grow their firms. All of these strategies have been thoughtfully implements to help women become increasingly successful in the financial field. In addition to running the Equita Financial Network, Bridget is a newly minted author of Corner Office Choices, and both Bridget and Katie manage their own financial planning firms. To learn more about how Katie and Bridget are changing the way women work in finance, be sure to listen in today or check our Bridget's new book, linked below. LINKS: CORNER OFFICE CHOICES | Click here to listen to an exercpt of the book on iTunes | METHOD FINANCIAL PLANNING | WEALTH CHOICE

Episode 94 – Empowering Women in Finance with Katie Burke and Bridget Grimes