Kate Healy is a wonder woman whose life’s work has furthered the financial planning profession and served advisors in countless ways. She was nominated as one of Investment Advisor magazine’s Top 25 Most Influential People in the Industry and one of Investment News’s inaugural “Women to Watch.” It’s safe to say - she’s one of the leading voices in the world of finance, and she’s an incredible advocate for new planners in this profession.
Through TD Ameritrade’s NextGen program, Kate is helping to build a support system for new planners who are already engaged with the financial profession, as well as financial planning students who represent the next generation of planning.
In this episode, Kate talks about the importance of supporting diversity in our profession, encouraging young planners, and communicating the value of financial planning to every generation.
What You’ll Learn:
- How young planners are getting involved, creating awareness, and changing the industry
- How Kate Healy supports the financial planning profession
- The ways that a financial planner’s passion can make a difference both in the profession and in the lives of their clients
- How seasoned advisors can look ahead, connect with program directors, and always be searching for next generation talent