• Ep #177: Advocating for the Next Generation Financial Planner with Kate Healy

  • 2024/04/26
  • 再生時間： 27 分
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Ep #177: Advocating for the Next Generation Financial Planner with Kate Healy

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  • 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
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あらすじ・解説

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
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