What I Wish I Had Known When Starting My Own Firm as a Female Solo Practitioner

When:  Nov 11, 2021 from 14:00 to 15:00 (ET)
The November 2021 Women & Finance Knowledge Circle will be held on Thursday, November 11th at 2 pm ET.

Guest speaker Bridget Grimes will be presenting, "What I Wish I Had Known When Starting My Own Firm as a Female Solo Practitioner."

Bridget will provide actionable steps to identify and tackle the challenges of running and growing a solo firm.

Learning Outcomes include:

  • 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® 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.