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Bridget Venus Grimes

President of WealthChoice, a virtual independent RIA that oversees nearly $80 million in assets under management for 68 families, and Co-Founder of Equita Financial Network, an advisor platform that helps advisors share resources.

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Sep 26, 2023 • 1h 30min

Ep 352: Finding Personal Scale By Leveraging Yourself Through Outsourced Delegation With Bridget Venus Grimes

Bridget Venus Grimes, President of WealthChoice and Co-Founder of Equita Financial Network, shares her journey of building her firm through outsourced delegation. She discusses tasks like compliance, operations, and client scheduling that she delegated to focus on her niche of female executives. Bridget also talks about her unique approach to compensation and client service, her decision to write a book for credibility, and bringing her daughter on as part of a succession plan.