Breakout Session

Student Programming

The Future of the Financial Planning Industry: How Best to help Women Planners Succeed

Level of Complexity: Overview

• 

  Bridget Grimes, CFP®

  Co-Founder
  Equita Financial Network, Inc

The Future of the Financial Planning Industry: How Best to Help Women Financial Planners Succeed
Our industry recognizes that there is a true need to retain more women financial planners, as well as attract more women to the financial planning industry. But until now there has been little more than just talk. Learn how Equita Financial Network, through their novel platform, helps to retain more women planners, provides the resources they need to succeed, creates a collaboration of like-minded women-led firms, and increases the number of women CFP professionals.

Learning Objectives:

• Understanding the reason a women's collaborative network is critical for success of women led financial planning firms
• Explain what the Equita platform provides
• Recall the reasons women are opting out of financial services, and know a solution Equita provides