ABOUT THIS EPISODE
In this special collection of The White Report recorded live in the Myriad Advisor Solutions Podcast Station at the 2023 T3 Technology Tools for Today Advisor Conference, host Danielle White interviews leaders in business and finance as they share trends in the world of finance as well as their own experiences and insights.
In this first episode, host Danielle White, interviews Bridget Grimes and Katie Burke, co-founders of Equita Financial Network. Their pioneering efforts created the first platform to focus solely on women-led financial planning firms, thus encouraging women to make the leap into launching their own practices and providing solutions to support them every step of the way.
Listen in as these three executives discuss trends in the world of finance, particularly addressing the retention of women in the field. Grimes and Burke share some of their own experiences in business and explain their critical mission to empower women in the financial industry.
The Keys to the Kingdom? Burke and Grimes have witnessed time and time again that having a support system firmly in place and learning to delegate in order to focus on client care and business growth are vital to anyone's success in the business especially in these volatile times.
