Kate Healy
@Kate__Healy
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CEO & Founder, AdvoKateIQ, LLC. Strategic Advisor all things Growth: Marketing, NextGen client and talent development. Rutgers grad, Giants fan, Jersey native
Joined October 2015
Check out my latest column on how #reversementoring can help your firm retain #NextGen talent #financialplanning #diversity
"The pace of change in our profession is exceptional. For firms to remain best-in-class, they need to take advantage of all opportunities to get smarter." | @Kate__Healy
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Find us in the back right of the Partner Showcase.
This is #NextGen talent. Look at this great group of @FinServOrg fellows at the @NitrogenWealth #FISummit. You can meet them at noon today at the FinServ Meet-n-Greet at the Partner Marketplace, Showcase 2 Shoutout to for the shirts!
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This is #NextGen talent. Look at this great group of @FinServOrg fellows at the @NitrogenWealth #FISummit. You can meet them at noon today at the FinServ Meet-n-Greet at the Partner Marketplace, Showcase 2 Shoutout to for the shirts!
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What a great conversation about the importance of building a pipeline of talent to support business growth! Thank you @blxinternship @luis_f_rosa @ShawnTydlaska @finstaples for your work. BLX Internships are now available. Make sure your firm is taking advantage of this talent.
We had a great conversation with @Kate__Healy about the impact of the next generation of talent in financial services. Tune in on Apple, Spotify or on our website. #dei #deib #internship #diversityequityandinclusion #financialplanning #cfpprodiversity
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Can’t wait to share the THRIVE stage with Kellan Brown and share our thoughts on Impacting the next generation of women leaders in financial services. #WIFSThrive2024 #NextGen #wealthmanagment #women #leadership
Get ready to 🌱THRIVE🌱 on the Main Stage with our fabulous line up of speakers! Here are just a few who will be taking the main stage at the @wifsnational Conference. We can't wait to see this amazing lineup in action in less than 2 weeks! Register at
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Apologies to the rest of the flight, but I convinced @suzsiracuse to get the seat next to me on the way to @FutureProof_HQ. Looking forward to seeing everyone! #FutureProofFestival #HuntingtonBeach
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Excited to be back on stage at Future Proof Festival, along with @suzsiracuse and Anna Chaiken of @RitholtzWealth to talk about Secrets to Building a Scalable Dream Team. See you Monday at the Level Up stage at 12:05 🎤 😎 🏖️@FutureProof_HQ #FutureProofFestival
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RT @MichaelKitces: Only communicate w/ clients using compliance-approved channels. Only communicate w/ clients using compliance-approved ch…
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Embrace your team’s Brilliant Differences! Take advantage of generational differences to create a stronger team. Listen ⬇️ to learn how to retain talent and empower associates to take ownership of their own development journey. With @FinkaJerkovic
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81% of CFP Professionals under age 35 agree that offering pro bono financial planning has helped them develop more effective client listening and communication skills👂 It’s easy to get involved, check out this article from @PowerProBono
📰FFP IN THE NEWS📰@FPAJournal just released their July issue, featuring an article by FFP CEO Jon Dauphiné that spotlights the role of “next-gen” financial advisors in fueling the #probono movement. To read the full article, click here!
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@RetirementRisks @FiSurgi @btreichelesq So great to have @FiSurgi and @btreichelesq on the team! Building our village!
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If you have some extra time, this is a great opportunity to help families facing #cancer diagnoses. Research shows patients face better health outcomes when their finances are handled. #powerprobono #foundationforfinancialplanning
Calling all CFP®s! Looking for a way to give back? @angelfoundation is looking for bilingual (English & Spanish speaking) advisors to provide pro bono financial planning services to adults facing cancer-related financial toxicity. Learn more & sign up here
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.@FPANexGen Don’t miss this opportunity to connect with the smart, talented and passionate volunteer mentors working with @FinServOrg Invaluable opportunity to learn💡 from each other and 🚀 your career.
We are now accepting applications for the FPA NexGen and FinServ Foundation Fall 2024 Mentorship Program! Spots are limited so apply now: FPA NexGen: FinServ Foundation:
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@SkipSchweiss @JillMalandrino @Nasdaq @TradeTalks @FinServOrg The good news is that there is now a tribe out there raising awareness! Miss you my friend!
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