Recruiting a Diverse Next Generation of Advisors with Kate Healy

Kate Healy is a leading marketing professional and advocate for diversity and inclusion – particularly for women – within the financial services industry.

In this episode of Permission to Succeed, guest host Matt Halloran talks with Kate about who she is, what she does, and where she sees financial services going from here. They also talk about her work to attract a diverse population into our industry and some resources available to help people who want to learn more about joining. 

Recorded at the Market Counsel Summit. Presented by: 

Resources: Kate’s list of Associations for Diverse Professionals | CFP Board Financial Planning Career Paths | CFP Board Guide to Careers in Financial Planning | Foundation for Financial Planning

Assocations for Diverse Professionals

Financial Services Organizations

MBA Associations

Professional Organizations

Undergraduate Organizations