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Women and Wealth: Empowering Women, Community, and the Fiduciary Standard with Bridget Venus Grimes – Episode #24 of NAPFA Nation
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In Episode #24 of NAPFA Nation, host Marie Swift speaks with Bridget Venus Grimes, CFP®, President of WealthChoice and Co-Founder of Equita Financial Network.
The conversation focuses on Grimes’s expertise and passion for empowering women through financial education. Grimes shares the story and motivation behind launching her RIA firm, WealthChoice, as well as Equita Financial Network, a network and platform built for women-led and independently owned fee-only firms, discussing how she manages the capacity and growth of those companies. She emphasizes the value of a good community for success and discusses her experience as a CFP board ambassador and NAPFA member. Learn why Grimes strongly believes in upholding the fiduciary standard and many more valuable insights in this episode.
In a nutshell:
- Financial planning for women
- The benefits of industry organizations
- Growth and capacity management
- Community and volunteer activities
- Succession planning
- NAPFA and the fiduciary standard
Special Note: In 2023, we rebranded the NAPFA podcast with a new album cover and series title: NAPFA Nation. We are shifting our monthly episodes to bring you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Marie Swift, Founder and CEO of Impact Communications, will continue on as host, interviewing a variety of NAPFA members and professionals. You will still be able to find on this channel the 32 Mindset Mastery episodes with respected fiduciary financial planners and allied advocates who are committed to accomplishing great things as they master their own mindset and continue to serve their clients in the best ways possible.
Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at www.NAPFA.org.
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