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Women & Finance Knowledge Circle: What I Wish I Had Known When Starting My Own Firm as a Female Solo Practitioner

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Includes a Live Event on 11/11/2021 at 12:00 PM (MST)

Bridget Grimes, CFP®, founder of WealthChoice, and co-founder of Equita Financial Network a community for female financial advisors will provide actionable steps to identify and tackle the challenges of running and growing a solo firm.

  • Develop strategies for identifying the key challenges to running a successful business
  • Generate some actionable time management skills to make your business and your clients happier
  • Learn to identify what to outsource and delegate

Bridget Grimes, CFP®

Founder

WealthChoice

Bridget Grimes, CFP® has extensive experience working in finance and corporate America. After personally experiencing the barriers women face in the industry, she launched her own firm WealthChoice, a financial planning firm focused on helping women executives and their families. A passionate advocate of women, Bridget co-founded Equita Financial Network, the first platform to solely focus on women-led financial planning firms and designed specifically to support them launch their own practice. A frequent speaker on all things women and money, Bridget is also the author of "Corner Office Choices: The Executive Woman's Guide to Financial Freedom.

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Women & Finance Knowledge Circle: What I Wish I Had Known When Starting My Own Firm as a Female Solo Practitioner
11/11/2021 at 12:00 PM (MST)   |  60 minutes
11/11/2021 at 12:00 PM (MST)   |  60 minutes Bridget Grimes, CFP®, founder of WealthChoice, and co-founder of Equita Financial Network a community for female financial advisors will provide actionable steps to identify and tackle the challenges of running and growing a solo firm.
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available