Ep 011 - Building Community: How This Industry Legend Is Helping to Transform Women-Led Advisory Firms - feat. Bridget Grimes

Join us for a special episode of The Advisors Edge podcast as host Rob Jacomen and co-host Chad Ramberg welcome the incredible Bridget Grimes from Equita Financial Network.

In this inspiring conversation, Bridget shares her journey in the financial planning industry, the challenges she faced as a woman in a male-dominated field, and the powerful community she has built to support other women in finance.

Discover how Bridget and her business partner, Katie Burke, launched Equita to create a supportive network for female financial planners, focusing on collaboration, resource sharing, and empowerment.

They discuss the importance of specialization in financial planning, the value of community, and how to navigate the complexities of work-life balance.

Whether you're a financial advisor, a woman in business, or simply looking for inspiration, this episode is packed with valuable insights and actionable advice.

Don't miss out on Bridget's passion for helping others succeed and her vision for a more inclusive financial services industry.

Key Topics:

✅ Bridget's personal journey in financial planning

✅ The inception and mission of Equita Financial Network

✅ The importance of community and collaboration

✅ Strategies for work-life balance in the financial industry

✅ The value of specialization and niche marketing

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Connect with Bridget:
LinkedIn:  https://www.linkedin.com/in/bridget-venus-grimes-cfp/
Email:  [e-mail]
WealthChoice Website:  https://wealthchoice.com/
Equita Financial Network:  http://www.equitafn.com/


Follow Us:👇
Advisors Edge Podcast:  https://www.linkedin.com/company/the-advisors-edge-podcast/

Rob Jacomen:  https://www.linkedin.com/in/rob-jacomen/ 
Founder, Alchemy Content Lab & Nichebuilders

Chad Ramberg:  https://www.linkedin.com/in/chad-ramberg-71278533/
President, Box Professional Insurance

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Special thanks to Box Professional Insurance for sponsoring our show—because great leaders have a backup plan they can depend on.

Box Professional specializes in helping RIAs protect their businesses with tailored coverage, so you can focus on growing your firm while we handle the risks.

Learn more at www.boxproinsurance.com.  Box Professional Insurance:  Be protected.  Feel empowered.

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Listen to the full episode on your favorite podcast platform and take the first step towards transforming your advisory practice today!