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 will learn:
- How the financial industry has evolved
- What the next generation of clients is looking for
- The infrastructure of a firm
- The importance of diversity
- And more!
Discover the necessary ideas to evolve the financial industry with Kate Healy, chair of the Foundation for Financial Planning!