Welcome back to another episode of Framework! This week, our focus is on empowering women in the financial industry with mentorship and community.

Ana Trujillo Limón, Director, Coaching and Advisor Content, and Odaro Aisueni, Wealth Planner, speak with Bridget Grimes, Co-Founder of Equita Financial Network, about her career journey in launching her practice, Wealth Choice. Bridget shares her experiences in helping women with financial planning and investment management, and her initiatives to empower women in the financial industry through her other company, Equita Financial Network. Bridget also talks about the importance of community and mentorship and the challenges she faced in her career.

Bridget discusses:

How her first money memory from New Jersey and first big purchase from middle school made her understand the value of money
Her journey into the financial planning profession
How she became involved with FPA
How she utilized her experiences in the food industry to create Equita Financial Network
Why she decided to bring her daughter into her firm after originally running it solo
The need for work-life balance and support for women in the financial planning industry
Why mentorship and a sense of community is essential in the industry
Why women in the industry should take the initiative to mentor new advisors
Overcoming the hurdles she faced when starting her own business
The importance of sticking to your niche clientele
And more

Resources:

Connect with Ana Trujillo Limón & Odaro Aisueni:

Connect with Bridget Grimes:

About our Guest:

When women are at a crossroads and challenged to make tough decisions, they need a community of support. Bridget Grimes became a CERTIFIED FINANCIAL PLANNER™ (CFP®), fiduciary advisor, educator, and speaker to make a difference in this regard.

In 2016, she founded WealthChoice, a fee-only (commission-free) financial planning firm focused on helping women executives and their families live life on their terms. Launching WealthChoice was the culmination of years of working with career women and helping them overcome challenges to financial security.

In 2018 Grimes co-founded with Katie Burke, CFP® Equita Financial Network, a powerful community for women-led financial planning firms, offering a proven platform that includes all the necessary resources to run a comprehensive financial planning firm including professional, outsourced investment management services.

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.

Disclosure:

This episode of Framework was pre-recorded. At the time of recording, Jamie Hopkins was affiliated with CWM, LLC. Jamie Hopkins is not currently registered with or affiliated with CWM, LLC.

Bridget Grimes: Mentorship, Community & Empowering Women in Finance 33:50 Share

Framework with Ana Trujillo Limón

Shownotes Transcript

Bridget Grimes: Mentorship, Community & Empowering Women in Finance