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