Katie Burke

When I launched my own independent firm, I knew exactly what I wanted to build. I wanted to serve clients on my own terms. I wanted to create a firm that reflected my values. I wanted flexibility, autonomy, and the ability to grow something meaningful. Wh... See more

Growing a financial advisory firm does not require becoming someone you are not. The most effective business development strategies are often the ones that reflect an advisor’s authentic voice, clearly communicate her value and create meaningful connectio... See more

With declining organic growth rates, increasing competition, shifting consumer demographics, talent shortages, a constant lack of time and over-dependence on rainmaking founders, a great divide is forming between firms that can purposely drive growth and ... See more

With Stephanie Bogan With declining organic growth rates, increasing competition, shifting consumer demographics, talent shortages, a constant lack of time and over-dependence on rainmaking founders, a great divide is forming between firms that can purpos... See more

Why Sustainability Planning is Especially Critical for Women-Led Firms Co-founders Bridget Venus Grimes, CFP® and Katie Burke, CFP® are joined by experts Brooklyn Brock, CFP®, CEPA, ChFC®, CKA®, Tiffany Lee, and Stuart Smith, JD to explore why traditional... See more