15. Solving the Talent Crisis with Generation Next, Diversity, and Inclusivity with Kate Healy, Managing Director at TD Ameritrade Institutional

In the Suite
In the Suite
Episode • Aug 11, 2020 • 1h 10m

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This week In The Suite welcomes Kate Healy into the guest chair. As the managing director of Generation Next at TD Ameritrade Institutional, Kate supports current and future Registered Investment Advisors (RIAs) and independent financial advisors. She’s a woman who wants to help others empower themselves in their careers, whether that’s positioning themself for a new position or her philanthropic efforts to offer financial advice to those who can’t access it.

She talks about growing up always knowing she wanted to be involved with money in some way. Kate navigated her way through different careers and found a way to make it to the top while helping others around her succeed too. Kate says people ought to seek out the job that's going to help you learn the most. When you're first graduating or starting a career, you don't always know what that's going to be, so that’s part of the discovery process.

In our discussion, you’ll discover some of Kate’s best secrets and top strategies to grow a great business, build a strong brand, and lead teams in the 21st century. You'll enjoy hearing her personal stories of triumph, trepidation, and transformation in hopes of becoming a better leader ourselves.

Join the conversation to hear about:

  • How Kate first established her career (7:00)
  • What Kate always tells people about dealing with roles and client expectations (12:40)
  • The importance of getting thrown into the fire in order to learn (16:20)
  • How she used her finance experience as a marketer (19:00)
  • Why marketing is important and beneficial to push a brand forward (21:00)
  • Interns are the future (26:30)
  • How the financial industry has grown over the years (29:00)
  • Kate explains TD Ameritrade’s cutting-edge next steps (31:45)
  • Being intentional about figuring out your career path (37:30)
  • How to create a new role at your current job (43:00)
  • Why Kate is so passionate about financial planning support  (48:00)
  • The one thing Kate wishes she’d known when she first started her career (53:30)
  • How mentorship has changed and will change due to COVID (58:20)
  • Kate shares what her superpower trait is (64:00)

Referenced Material:

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