Encore – Is the Financial Advising Profession an ‘Old Boys’ Network?


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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.

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