Podcast appearances and mentions of kate healy

Esta semana tenemos con nosotros la campeona de Europa, ella es Tania Álvarez. Venimos hablando de su segunda defensa titular que será este 12 de abril vs. Kate Healy de Inglaterra desde Barcelona, España. También hablamos de su mala experiencia con su página de OnlyFans y la forma en que llegó a la página azul. REDES Desde La Línea Podcast desdelalineapodcast.com Tania Álvarez https://www.instagram.com/tanialvrzz?igsh=Ymg2d2piM2M0bTJy

It's not news that the workplace is constantly changing: COVID-19 speared hybrid and remote work setups, AI is shifting skillsets and priorities. It's not news that leaders and managers need to keep a pulse on these changes to best support their people and company. But something that is new that may be missed among other shifts is the fact that four generations now make up the workforce: Baby Boomers, Gen X, Gen Z, and Millennials.   Who better to tell us why it's important to invest in generational talent and leadership now, than Kate Healy, the CEO and Founder, AdvoKate IQ, LLC. Through her consultancy firm, Kate works with companies to create wealth management growth strategies, so they can take advantage of demographic changes affecting workforce and client acquisition. With over three decades of guiding financial services leaders, she's become widely recognized for her expertise in marketing, leadership, and talent development. In 2018, Wealthmanagement.com named her on the “Ten to Watch” list, and in 2016, Investment Advisor magazine named her as one of the industry's 25 most influential people.  Here's What We'll Be Talking About Today:  05:26 — How to Decide to Make the Leap  08:05 — The Importance of Leadership and Career Ownership  13:24 — Navigating Generational Differences in Financial Planning  19:22 — Next-Gen Talent: Attracting, Developing, and Retaining  23:14 — Continuous Learning and Development in Your Career  27:17 — Understanding Generational Differences  29:12 — Saying Yes to New Opportunities  32:00 — Navigating a Non-Linear Career Path  33:26 — Taking Responsibility for Your Career  36:23 — The Power of Curiosity and Connections  41:44 — Reflecting and Making Intentional Choices  45:49 — Investing in Continuous Development  47:18 — Building Relationships and Being a Connector  Connect With Kate Healy  Kate Healy on LinkedIn  Become the Next Your Brilliant Difference™ Podcast Guest  Have a brilliant story you want to share that surrounds leadership, team building, communication skills, or leaning on your brilliance and strengths to drive meaningful results? Click HERE to fill out the application form, and our team will be in touch!     

Kate Healy is the CEO and Founder of AdvoKate IQ, LLC, a growth and marketing strategy consulting business that specializes in wealth management firms. She joins the show today to share her story of how she broke into the wealth management space. If you feel you are too young or inexperienced to succeed as a financial planner, then this episode is for you! Listen in as Kate shares her journey in the field, encompassing diverse roles from accounting to marketing, which exposed her to financial planning's benefits. You'll hear how her advisory stint wasn't her ultimate path (but facilitated impactful opportunities with the next generation), as well as the traits of successful next generation planners, career advice, and insights into Kate's new business venture. You can find show notes and more information by clicking here: https://bit.ly/4aMl0Ca

On this episode of the Wicked Pissah Podcast we are joined by long time industry veteran, Kate Healy. You may know Kate from her long tenure at TD Ameritrade or perhaps you recognize her from one of the many industry awards she has been honored with over the years, but you may not know about what she's up to now. Listen in as we talk with Kate about her career, why it's so important to develop the next generation of talent in this industry, and what she's doing now that she's launched her own consulting firm, AdvoKate IQ.  https://www.linkedin.com/in/kateehealy/  

When talking about relationships, we often focus on the bond created between the client and the professional. However, establishing a strong mentor-mentee relationship in your career is essential for personal and professional growth. This week on “FinServ”, Kate Healy, founder of AdvoKate IQ, LLC, and her mentee, graduate student Valentyna Voloshyna, share their experiences with FinServ's mentorship program and bridging the gap between experience and ambition. Their story underscores the FinServ mentorship program's value, highlighting its role in guiding career paths and enriching lives. This week's candid discussions reveal the adaptability, commitment, and friendship that mentorship nurtures, offering a beacon for current and future generations in financial services.Connect with Us! Kate Kealy on LinkedIn Valentyna Voloshyna on LinkedInJamie Hopkins on LinkedIn FinServ Foundation >>FinServ Foundation Website

Kate Healy, ó Leabharlann Bhéal an Mhuirthead agus Áine Conway, muinteoir riachtannais speisialta ag labhairt faoi moll céadfach atá sa leabharlann ansin.

Long dedicated to driving awareness of the profession to attract younger and more diverse applicants, Healy offers practical tips for advisors looking to hire new talent. Host: Greg Bartalos.

The rich and famous leave many traces in the historical records, but how can you reconstruct the lives of ordinary people who lived decades and decades ago?  That was the challenge facing the team behind the Bad Women podcast. Hosts Hallie Rubenhold and Alice Fiennes sit down with genealogist Kate Healy to discuss the detective work involved in scouring the archives for the scraps of information which - when gathered together -  created a richer picture of the women chronicled in seasons one and two. See omnystudio.com/listener for privacy information.

On this week's episode of Conversations for Financial Professionals, I chat with Kate Healy about why having two sets of eyes in the financial service industry proves to benefit us all.   In the full episode, you'll discover:

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Today we have Kate Healy, Managing Director, Center for Financial Planning   Kate Healy joined CFP Board as Managing Director for CFP Board's Center for Financial Planning in September 2022. In this role, she leads the Center's strategic direction to elevate the financial planning profession through programs in diversity and inclusion, workforce development and knowledge creation. She will also lead fundraising efforts to ensure the ongoing viability and success of these programs.   In this episode, you'll discover:

Joel Bruckenstein is widely recognized as one of the most influential financial technology journalists and consultants in fintech. Known as @FinTechie on Twitter, and regularly featured in Barron's, Financial Planning, RIABiz, InvestmentNews, and WealthMangement.com, for his expertise, Joel is an industry powerhouse and a leading authority on breaking news on emerging technology.Joel is also the producer of the annual T3 Advisor Conference, the premier technology conference for independent financial advisors, and the T3 Enterprise Conference, an annual gathering of top executives from independent broker/dealers and large RIAs. In May of this year, In The Suite was given a front row seat and VIP access to the highly anticipated 2022 T3 Advisor Conference and Enterprise Day in Denton, Texas, May 3 – 5, where we joined Advisorpedia, InvestmentNews, ThreeCrowns Copywriting and Marketing, and Impact Communications covering all the action for the largest T3 ever in history – Thank you Joel Bruckenstein! In this amazing episode, recorded live at T3, you get to ride shotgun with me In The Suite, as we sit down with fintech leaders and mega giants like Eric Clarke and Daniel Crosby at Orion Advisor Services, making major news at T3 about Orion's use of Amazon Redshift and Behavioral Finance innovation known as Protect, Live, Dream. We also talk with Evan Rapoport at SMArtX Advisory Solutions about their groundbreaking $30 MILLION DOLLAR strategic investment by Morningstar.  And we sit down Kate Healy, now Managing Director of the CFP Board's Center for Financial Planning, to learn all about probono financial planning AND the Foundation for Financial Planning.  But wait, there's more. Mac Bartine, CEO of Smartria joins us to talk about enterprise compliance management.   Rich Cancro, CEO of AdvisorEngine to talk about customization, personalization, and the growth of CRM.  And you'll also get to hear from these forward-thinking leaders disrupting the status quo: John Mackowiak from AdvyzonPatrick Reed, YourStakeAkshay Singh, Indyfin Nitin Seth, Incedo And Henry Zelikovsky, Softlab360 We hope you enjoy this special T3 Compilation episode all about fintech In The Suite! 

The industry veteran and LUMINARIES judge says younger individuals just “don't seem to know about financial planning.”

This week, Jamie Hopkins and Ana Trujillo Limon talk with Kate Healy, Managing Director of Generation Next at TD Ameritrade Institutional, about upholding a client-first focus in financial advising, bringing flexibility in the workplace to cater to diverse talents, and utilizing metrics in elevating diversity and inclusion campaigns. You can find show notes and other information at CarsonGroup.com/Framework.

Kate Healy is a leading marketing professional and advocate for diversity and inclusion – particularly for women – within the financial services industry. In this episode of Permission to Succeed, guest host Matt Halloran talks with Kate about who she is, what she does, and where she sees financial services going from here. They also … Continue reading Episode 55 – Recruiting a Diverse Next Generation of Advisors – With Kate Healy →

Is the Financial Advising Profession an ‘Old Boys' Network? Encore Episode This episode is one of the Top 9 Most Popular Breaking Money Silence® podcasts. Have you seen the movie The Wolf of Wall Street and think the financial advising profession is full of aggressive white men? If so, you need to listen to this episode. Kate Healy, former TD Ameritrade Institutional, Managing Director, Generation Next, talks about this myth and how it is harmful to the financial planning industry. Hear her insider view of the profession and learn how she is working toward increasing the gender and racial diversity in the field that she loves. Kate Healy – Brand Builder/NextGen Advocate and Board Chair, Foundation for Financial Planning  Kate Healy is a senior financial services industry executive and the 2021-2022 board chair of the Foundation for Financial Planning. She is widely recognized as a thought leader and advocate for the next generation of financial planners, women advisors, and the financial planning profession. Wealthmanagement.com named her to the 2018 “Ten to Watch” list and in 2016, Investment Advisor magazine named Healy as one of the industry's 25 most influential people. She is a frequent contributor to industry publications and podcasts, including Barron's: The Way Forward, InvestmentNews, and Financial Planning and is a repeat speaker at industry events including FPA, NAPFA, FA Magazine, and TD Ameritrade's LINC national conference. Show Notes: Follow Kate on Twitter at https://twitter.com/Kate_Healy or LinkedIn at www.linkedin.com/in/kateehealy Kate Healy was honored on 11/21/2019 by Savvy Ladies, a non-profit dedicated to empowering women to be financially fit, at their annual gala. KBK Wealth Connection is a proud supporter of this great organization.  .et_bloom .et_bloom_optin_1 .et_bloom_form_content { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container .et_bloom_form_header { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_fields i { color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_custom_field_radio i:before { background: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 strong { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; }.et_bloom .et_bloom_optin_1 .et_bloom_form_container p, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p strong, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form input, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form button span { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; } Submit your question for the Breaking Money Silence® Podcast! Submit Your question has been submitted! OTHER WAYS TO ENJOY THIS POST: Listen on Google Listen on Amazon Listen on Stitcher Subscribe on iTunes

In this episode of The Data Possible Podcast, Kate Healy, board member of the Foundation for Financial Planning and Invest in Others, reflects on how the financial services industry has evolved over the past few decades, why financial literacy and education is key for grooming the next generation of professionals, and the ways measuring marketing … Continue reading How Data Helps Grow Your Business in the Financial Services Industry With Kate Healy →

Kate Healy, who is known and admired for her expertise and passion around all things nextgen in financial planning, joins the show. We're chatting about how the pandemic has been a catalyst for change in how we go about attracting and developing the next generation of talent - not just in client facing roles or for younger people, but in all the important roles across an organization and including career changers. We also discuss imposter syndrome and ways to overcome it - including by participating in the amazing Speaker & Influencer Program in the Innovating Advice Community - and Kate provides some ideas on how to overcome social media compliance challenges you may be facing. We wrap up with Kate sharing the incredible work that's happening at the Foundation for Financial Planning where she is the current Board Chair. Show notes at https://innovatingadvice.com/post/episode78 Join the IA Community and Speaker & Influencer Program at https://bit.ly/IAComm Join the next Video Creation Masterclass https://bit.ly/videoin2021

What works today won't lead us to tomorrow. In this episode, Matt Ackerman is joined by Kate Healy, former managing director at TD Ameritrade and currently chair of the Foundation for Financial Planning. Kate reveals changes happening within the financial industry and what you need to think about for the future. In this episode, you … Continue reading Episode 7 – Evolution for Progress – with Kate Healy →

Alanah is joined by Kate Healy, formerly of TD Ameritrade, and Kraleigh Woodford of LPL Financial to discuss the trends and circumstances that motivate financial advisors to leave either their current positions or the field altogether in search of new opportunities. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

Alanah speaks with Kate Healy, formerly with TD Ameritrade, and Kraleigh Woodford of LPL Financial about the institutional and independent branches of financial services and how new advisors can find where they fit in best. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

Alanah talks with Kate Healy, formerly of TD Ameritrade, and Kraleigh Woodford of LPL Financial about what opportunities look like in financial services over the coming years and why up-and-coming professionals should choose the industry. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

Not everyone takes a traditional path into financial advising. When building your team, how can you make sure you're finding the best people to meet your firm’s needs? We talk with Jeff Wheeler of The Wealth Collaborative in Westlake Village, California, about how his prior career as a lawyer has shaped his perspective as an RIA. Then, Kate Healy of TD Ameritrade Institutional joins to share tips for how RIAs can make sure they are looking beyond their typical networks to hire diverse talent for their firms.  At an RIA firm, your people are your most important assets. Download our guide for insights into your next hiring decision here.  Guests: Jeff Wheeler, The Wealth Collaborative Kate Healy, TD Ameritrade  

In Episode #7 of Mindset Mastery, "Benefits of Professional Diversity and Inclusion", Marie Swift speaks with Kate Healy of TD Ameritrade Institutional. In a nutshell: Kate Healy – or “Advo-Kate” as she's been dubbed by others in the financial planning profession who appreciate her tireless efforts to diversify the talent pool and create new career paths for deserving but sometimes overlooked groups – tells us how to overcome unconscious biases and reshape the future through a shift in intentional mindset and awareness. 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 https://www.NAPFA.org

This week In The Suite welcomes Kate Healy into the guest chair. As the managing director of Generation Next at TD Ameritrade Institutional, Kate supports current and future Registered Investment Advisors (RIAs) and independent financial advisors. She’s a woman who wants to help others empower themselves in their careers, whether that’s positioning themself for a new position or her philanthropic efforts to offer financial advice to those who can’t access it.She talks about growing up always knowing she wanted to be involved with money in some way. Kate navigated her way through different careers and found a way to make it to the top while helping others around her succeed too. Kate says people ought to seek out the job that's going to help you learn the most. When you're first graduating or starting a career, you don't always know what that's going to be, so that’s part of the discovery process.In our discussion, you’ll discover some of Kate’s best secrets and top strategies to grow a great business, build a strong brand, and lead teams in the 21st century. You'll enjoy hearing her personal stories of triumph, trepidation, and transformation in hopes of becoming a better leader ourselves.Join the conversation to hear about:How Kate first established her career (7:00)What Kate always tells people about dealing with roles and client expectations (12:40)The importance of getting thrown into the fire in order to learn (16:20)How she used her finance experience as a marketer (19:00)Why marketing is important and beneficial to push a brand forward (21:00)Interns are the future (26:30)How the financial industry has grown over the years (29:00)Kate explains TD Ameritrade’s cutting-edge next steps (31:45)Being intentional about figuring out your career path (37:30)How to create a new role at your current job (43:00)Why Kate is so passionate about financial planning support (48:00)The one thing Kate wishes she’d known when she first started her career (53:30)How mentorship has changed and will change due to COVID (58:20)Kate shares what her superpower trait is (64:00)Referenced Material:Kate Healy - TwitterKate Healy - LinkedInKate Healy - TD Ameritrade InstitutionalWomen’s Initiative at CFP BoardRIAConnect® NextGenInvest in Others Foundation for Financial Planning - Pro Bono Planning

TD Ameritrade's Kate Healy discusses the lack of diversity in financial services, how advisors can attract young talent and engage young clients.

In this episode, on International Women's Day, Christine dishes with Kate Healy of TD Ameritrade about concrete steps firms can take to improve their workforce by bringing in an influx of talent from 'Generation Next.' This includes not only young women, but women coming back into the workforce, as well as people of color.

In this episode, on International Women's Day, Christine dishes with Kate Healy of TD Ameritrade about concrete steps firms can take to improve their workforce by bringing in an influx of talent from 'Generation Next.' This includes not only young women, but women coming back into the workforce, as well as people of color.

Guest: Michael Goodman, CPA/PFS & Kate Healy Changing demographics of our population are requiring advisers to focus on the next generation of clients and planners. In this episode, Michael Goodman, CPA/PFS chats with Kate Healy, managing director of Generation Next at TD Ameritrade about her session at PFP Summit on understating diverse client behavior and communication preferences: How is diversity a win for you, your practice, and your clients? How does your practice and services need to evolve to meet the needs of NextGen clients? What do you hope attendees with gain from this session and practicing mindfulness in business? Transform to thrive at the PFP Summit in Austin, TX from January 27-29, 2020. The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits. Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify!. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

Have you seen the movie The Wolf of Wall Street and think the financial advising profession is full of aggressive white men? If so, you need to listen to this episode. Kate Healy, TD Ameritrade Institutional, Managing Director, Generation Next, talks about this myth and how it is harmful to the financial planning industry. Hear her insider view of the profession and learn how she is working toward increasing the gender and racial diversity in the field that she loves. Kate Healy is Managing Director, Generation Next, focusing on advocacy for sustainability issues facing the Registered Investment Advisors (RIA) industry. Healy leads TD Ameritrade Institutional's NextGen and Women's Leadership Initiatives, which support the future of the profession through programs designed to raise visibility, provide support and resources to guide the professional development of the next generation of advisors. Follow Kate on Twitter at https://twitter.com/KateHealy_TDA and ping her if you have any questions. Special Announcement: Kate Healy will be honored on 11/21/2019 by Savvy Ladies, a non-profit dedicated to empowering women to be financially fit, at their annual gala. KBK Wealth Connection is a proud supporter of this great organization. Buy your ticket to the gala or donate to this good cause at https://www.savvyladies.org/gala. Important Links: Want to learn more about the profession? Check out Kate’s recommended organizations: Certified Financial Planning (CFP) Board: https://www.cfp.net/ Financial Planning Association: http://www.onefpa.org The National Association of Personal Financial Advisors: https://www.napfa.org/community/napfa-genesis XY Planning Network: https://www.xyplanningnetwork.com/ Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC  

Approximatley 40% of financial advisors plan to retire within the next 10 years, according to Cerulli and Associates. The CFP Board says that there are more certified financial planners over 70 than under 30. Replacing those professionals will be a challenge for the industry. The advisor profession faces a talent and hiring crisis. My guest today is Kate Healy, who is charged with solving that crisis by opening the RIA career path to fresh faces – including new graduates, career changes, military veterans, and other groups that aren’t traditionally represented in the financial advice field.

Today, Kate Healy, the Managing Director of TD Ameritrade Institutional’s Generation Next, is taking time to outline the importance of creating a more inclusive financial planning profession for the next generation and beyond. She’s going over actionable steps you and your team members can start taking today to focus on the DEI movement - and why it’s important! https://www.2050trailblazers.com/episode/s04e02

Sean Martin and Marco Ciappelli chat with Kate Healy, Principal Cybersecurity Strategist at Telstra, and Aleksandr Lazarenko, Head of R&D at Group-IB, as part of their RSA Conference 2019 APJ event coverage from the Marina Bay Sands in Singapore. There's also a video version of this chat which can be viewed here: https://vimeo.com/349633634 ________ We'd like to thank our conference coverage sponsors for their support. Be sure to visit their directory pages on ITSPmagazine to learn more about them. Bugcrowd: https://www.itspmagazine.com/company-directory/bugcrowd Devo: https://www.itspmagazine.com/company-directory/devo STEALTHbits: https://www.itspmagazine.com/company-directory/stealthbits ________ Want more from RSA Conference 2019 in Singapore? Follow all of our coverage here: https://www.itspmagazine.com/rsa-conference-apj-2019-event-coverage-singapore-cybersecurity-news-coverage-and-podcasts Looking for our chats on the road to RSA Conference Singapore? You can find those here: https://www.itspmagazine.com/itsp-chronicles/chats-on-the-road-to-rsa-conference-2019-singapore

Nathan Harness from Texas A&M and Kate Healy from TD Ameritrade Institutional join us at this year’s NexGen Gathering. Together, they explore a wide range of topics about the next generation of financial planners, and how they plug into the financial planning profession’s landscape.

Nathan Harness from Texas A&M and Kate Healy from TD Ameritrade Institutional join us at this year’s NexGen Gathering. Together, they explore a wide range of topics about the next generation of financial planners, and how they plug into the financial planning profession’s landscape.

Kate Healy has, she says, always been interested in money: how people use it, why some people squander it, why others are obsessed with it and how some use a little to produce a lot. Money still carries a stigma, a taboo around it that she would love to help break down, and to encourage more women to take responsibility for their finances, to understand money and what they can do with it, and to promote a career in finance as being a worthwhile and interesting one.  Kate's day job is as the Managing Director, Generation Next, focused on advocacy for sustainability issues facing the RIA industry. Healy leads TD Ameritrade Institutional’s NextGen and Women's Leadership Initiatives, which support the future of the profession through programs designed to raise visibility, provide support and resources to guide professional development of the next generation of advisors. She is a member of the company’s Diversity & Inclusion committee. In 2016, Investment Advisor magazine named Healy as one of the industry’s 25 most influential people. She is passionate about diversity, and also recognises the need to recruit millennials into the sector. If you've never thought about a career in the financial services industry, this is a good introduction - there are many upsides that aren't often talked about!  Where to find Kate: - Website: https://www.tdainstitutional.com/why-ria/people.html  - LinkedIn: https://www.linkedin.com/in/kateehealy/     - Twitter: https://twitter.com/KateHealy_TDA  Follow us for more: - Instagram: https://www.instagram.com/smashingtheceiling/ - Twitter: https://twitter.com/smashingceiling - Facebook: www.facebook.com/smashingtheceiling  - LinkedIn: https://www.linkedin.com/in/naomi-mellor-171550150/   

Co-hosts Diana Vitarelli and Kate Healy Dykes talk about what it means to have a yoga practice, the Yoga Alliance, and how challenging keeping up a practice and running a studio can be. Plus, a Yoga Lesson from John Vitarelli, and advice from a Goddess. Thank you for listening to our first episode! Music: DJ Reset Sponsor: One Aura Yoga Artwork: Erin Kate Ford

In today’s episode Charesse J Hagan, Kelli Cruz, and Heather Fortner join Kate Healy from TD Ameritrade for a panel discussion at LINC 2018. They offer fascinating insight on how non-advisor roles in the financial planning profession are evolving – and why they’re important! So many people within the financial planning profession are hyper-focused on becoming an advisor. When working toward being a revenue-generating advisor is the only career path available, many people who are happy performing their current non-advisor role feel lost within the profession, and struggle to find their place. Everyone is able to take ownership of their role within an advisory firm, and building out career paths in operations, investments, or compliance can help everyone find their stride. People each have a unique skill set, and helping people find their sweet spot where their skill set and their passions overlap can motivate non-advisors to build and grow their own career path within a firm. This panel covers so much fantastic information, from how to build non-advisor career paths as a profession, to the best way to motivate non-revenue-generating employees within your firm to scale, grow, and find success as a team. Whether you have back office employees at your firm, or you’re new to this profession and aren’t sure whether or not being a client-facing advisor is right for you – this podcast episode is a must-listen!   What You’ll Learn: How to navigate a career path when there is no career path at your firm How to free up time for your advisory team by delegating, outsourcing, or finding a technology solution The best ways to motivate team members, even if they aren’t firm owners or on track to be firm owners Why it takes people with different skill sets and passions to scale a firm successfully How to stretch yourself to think beyond your revenue to see value in everyone’s role How to give non-advisors the resources they need to lower cost and be successful How to work virtually with either contractor or full time employees who aren’t client-facing How firms can know what their next hire should be How to organize your back office with exceptional processes Questions firms should ask before hiring a non-advisor role    Charesse J Hagan Cruz Consulting Group Signature FD TDA4Advisors

About 40% of clients will be Gen X-ers and millennials in five years — and the industry is facing a succession problem. Kate Healy, managing director of GenNext at TD Ameritrade Institutional, discusses how RIAs can prepare for the future.

Kate Healy is a wonder woman whose life’s work has furthered the financial planning profession and served advisors in countless ways. It’s safe to say - she’s one of the leading voices in the world of finance, and she’s here to talk about advocating for new and diverse planners.

Kate Healy is a wonder woman whose life’s work has furthered the financial planning profession and served advisors in countless ways. It’s safe to say - she’s one of the leading voices in the world of finance,

Kate Healy, Showparty affiliate talks about her one woman show, a guy named Matt plays new game Baddies or Bands and two shoes fall in love. Connecting awesome people, laughing like monsters. That's AWSM Comedy Radio.

The client of the future will look very different from the client of today. What exactly does this mean for advisors? Watch as Dr. David Kelly and two influential industry leaders, Randy Conner and Kate Healy, discuss with Sterling Shea of Barron’s.