The Out and About Podcast22 Mai 2024

Building a Financial Family Business: How Bridget Venus Grimes Solved her RIA Capacity Problem With Her Daughter Marnie Bonner

Bridget Venus Grimes is president and founder of WealthChoice. She launched her family firm in 2016 in response to the financial challenges faced by breadwinner women across the nation. Recognizing the need to expand her capacity to serve her growing clientele of over 65 families, she made the decision to bring her daughter Marnie on board. Through this strategic move, Bridget aims to ensure continuity and quality service for her clients while fostering a legacy of financial empowerment for future generations. With assets under management reaching $90 million, Bridget's dedication to providing comprehensive financial guidance while nurturing a successor reflects her passion for empowering women to make informed financial decisions. In her book, Corner Office Choices, Bridget compassionately guides women through the four financial derailers she has observed over time. With keen insight and unwavering dedication, she continues to support this dynamic group of women, addressing their unique challenges and empowering them to navigate their financial journey with confidence and clarity.

Bridget Venus Grimes on LinkedIn
Bridget Venus Grimes on Facebook
Bridget Venus Grimes on Instagram
Get Bridget’s Book: Corner Office Choices
Bridget’s Rethinking65 article: How I’m Solving My Practice’s Capacity Issue
Bridget on the Kitces podcast: Finding Personal Scale By Leveraging Yourself Through Outsourced Delegation
Marnie Bonner on LinkedIn

Tune in now as we chat with Bridget about the importance of identifying a niche demographic, the strategic moves she made to expand her capacity and continue meeting the needs of her expanding clientele, plus how she paved the way for a seamless transition to bring her daughter, Marnie, on board as her successor.

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