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Innhold levert av Caleb Brown. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Caleb Brown eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Ep #177: Advocating for the Next Generation Financial Planner with Kate Healy

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Manage episode 414739542 series 2795396
Innhold levert av Caleb Brown. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Caleb Brown eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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

  continue reading

212 episoder

Artwork
iconDel
 
Manage episode 414739542 series 2795396
Innhold levert av Caleb Brown. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Caleb Brown eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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

  continue reading

212 episoder

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