Equita Financial Network

Our members are CFP® professionals who share freely, collaborate often, and show up for one another. There’s no competition here.

What makes EquitaFN different is that the community and the platform work together. We help you handle the backend: compliance, technology, investment management, and operations. That way you can stay focused on what you do best: serving your clients and growing your firm.

Learn more at equitafn.com

In a world where AI can answer almost any financial question, what really sets you apart as an advisor? 🤔

It might not be what you know, but what you might ask.

We’re hosting a free live webinar on September 23rd at 3:00 PM EST with Amy Mullen, CFP®, President of Money Quotient. 

👉 The Questions That Change Everything: How Better Client Conversations Can Grow Your RIA

Drawing on 25 years of research into psychology, communication, and financial planning, Amy will share how asking better questions can help you uncover what clients truly want their money to accomplish, and build relationships that last.

You’ll walk away knowing how to:
 ✔️ Ask questions that move conversations beyond traditional fact-finding

 ✔️ Uncover the values and motivations that shape financial behavior

 ✔️ Use human connection as a competitive advantage in an AI-enabled world

Facilitated by Bridget Grimes, CFP® of Equita Financial Network

Free to attend- register via the link in our stories!

Tomorrow’s the day! Joins us at 3:00 PM EST for Equita Financial Network’s webinar
👉 Growth That Feels Like You: Business Development Strategies That Drive Results and Stay True to Your Brand

If you’ve ever felt like “business development” meant putting on a version of yourself that doesn’t quite fit- this webinar is for you.

Our panelists will share the real business development techniques that have helped them grow their practices without losing what makes them, them.

Featured Panelists:
👉 Danika B. Waddell
👉 Melissa Joy, CFP®
👉 Laura Corbiani
Moderated by Katie Burke, CFP®

And it’s free to attend! Register now via the link in our stories!

       

Bridget here 👋 I recently sat on a panel about advisory firm growth, and one theme kept coming up: the firms growing fastest aren’t the ones trying to serve everyone.

When I started my career, I set out to serve women who looked like me. Women balancing demanding careers, complex finances, and a lot of family responsibility. At first, I thought that meant focusing on attorneys. Over time, I realized the real common thread wasn’t profession. It was women carrying the financial weight for their households and making high-stakes decisions every single day.

That’s an important lesson for anyone building something, not just advisors. Your focus doesn’t need to be perfectly defined on day one. It can evolve as you pay closer attention to who you actually love working with and why.

Clarity isn’t limiting. It’s what lets people find you, trust you, and refer you, because they know exactly who you help and how.

What’s the through line in the work you do best?

📲 Read the full article via the link in our stories!

Where are you in your firm’s journey?👇

Stage 01: Just Making the Leap
You’re launching or breaking away. Everything feels overwhelming. You need infrastructure, compliance, tech, and community- but you don’t know where to start. 

Stage 02: Building + Growing
Your firm is running, but operations are consuming you. You’re burning out, hitting bottlenecks, and wondering if you can actually do this. 

Stage 03: Legacy Planning
Your firm is thriving. Now you’re thinking bigger- about succession, legacy, and what happens next. You want to protect what you’ve built. 

What we provide at EquitaFN to meet every stage:
→ Infrastructure that grows with you
→ Community that celebrates you
→ Support that shows up
→ Resources that empower you

Learn more at equitafn.com

Katie here 👋 I’m so excited to share that I’ll be moderating an incredible panel of female advisors on September 3rd at 3:00 PM ET- and it’s completely free to attend!

We’re talking about something I get asked all the time: how do you actually grow your practice without feeling like you have to become someone you’re not?

Growth That Feels Like You: Business Development Strategies That Drive Results and Stay True to Your Brand

I’ll be joined by Danika B. Waddell, Melissa Joy, CFP®, and Laura Corbiani- three women who have built incredible practices in their own authentic way.

If you’ve ever felt like the “standard” business development advice just doesn’t fit who you are, this one is for you 🙌

Register via the link in our bio and stories!
Hope to see you there 💛

When you launch your own firm, you focus on the obvious costs: software, compliance, insurance. But the real cost of building independently is much broader.

It’s the time researching vendors, integrating systems, managing operations, and troubleshooting technology. It’s nights and weekends spent on backend decisions instead of growing your firm.

Most advisors dramatically underestimate the time and cost involved.
👉 That’s why EquitaFN exists

Equita Financial Network gives women-led firms institutional-grade infrastructure without requiring them to operate like a large firm or hire a large internal team. Our members report 50% average savings on operational expenses, 100+ hours saved annually, and 52% year-over-year revenue growth.

Women advisors deserve infrastructure, community, systems, and support. And EquitaFN is here to help with just that.

Learn more at equitafn.com

We’re so proud to celebrate our EFN founder, Bridget Venus Grimes, who has been named an Excellence Awardee for the InvestmentNews Women to Watch Awards 2026- Female Trailblazer of the Year- for the second year in a row! 🥳

This recognition means so much more alongside the incredible group of women also nominated this year. We want to take a moment to celebrate the women who are shaping the future of our industry every single day:

 🎉 Aneri Jambusaria — LPL Financial
 🎉 Anna Paglia — State Street Investment Management
 🎉 Hannah Moore — Amplified Planning and Guiding Wealth
 🎉 Heather Hunt-Ruddy — Wells Fargo
 🎉 Julie Enderson — BlackRock
 🎉 Kay Lynn Mayhue — Merit Financial Advisors
 🎉 Madeleine Sinclair — Blue Owl Capital
 🎉 Sheena Gray — Association of African American Financial Advisors
🎉 Susie Cranston — Cresset

Each of you represents the kind of leadership, innovation, and impact that makes this industry better for the advisors and clients we serve. Congratulations to all of you and we’re honored to be a part of this group this group!