#196 - Developing Next Gen Talent with AdvoKate IQ consulting firms Kate Healy
On this episode of the Wicked Pissah Podcast we are joined by long time industry veteran, Kate Healy. You may know Kate from her long tenure at TD Ameritrade or perhaps you recognize her from one of the many industry awards she has been honored with over the years, but you may not know about what s…
Ep #177: Advocating for the Next Generation Financial Planner with Kate Healy
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 su…
Episode 163: Generational Talent: Your Most Valuable Currency with Kate Healy
It's not news that the workplace is constantly changing: COVID-19 speared hybrid and remote work setups, AI is shifting skillsets and priorities. It's not news that leaders and managers need to keep a pulse on these changes to best support their people and company. But something that is new that ma…
Developing Your Talent Pipeline with Kate Healy
Kate Healy is THE Next Gen Growth Builder. Kate is the CEO & Founder of AdvoKate IQ, helping wealth management firms with their NextGen growth strategy. Her previous roles include Managing Director at TD Ameritrade Institutional, Managing Director at the Center for Financial Planning, and as board …
The Future of Wealth Management: Predictions for 2025 (Ep. 18)
What will shape the financial landscape by 2025? Join us as we dive deep into predictions for the future of wealth management.
In this episode, Rusty Sommer dives into the future of wealth management with an exciting lineup of guests from the 2024 MarketCounsel summit: John O’Connell, Kartik Srin…
The Role of Human Connection in the Age of Algorithms (Ep. 23)
What role does human connection play in the ever-evolving world of wealth management?
In this episode, Rusty Sommer speaks with Kate Healy of AdvoKate IQ about the importance of personal interaction in an industry increasingly dominated by technology. Rusty and Kate navigate through the dynamics o…
Ep. 26: Kate Healy: What the Next Generation Needs from Advisors Today
Millennials are set to become the richest generation on record thanks to the $84 trillion wealth transfer from their Baby Boomer parents and grandparents.1 But for financial advisors, winning the trust of this generation may be easier said than done.
One of the best ways to prepare to serve the nex…
Episode 324 Deep Dive: Kate Healy | Successfully Engaging and Selling to a CISO
In this episode, we sit down with Kate Healy, Founder of Empowered Cyber, as she shares her insights on how to successfully engage and sell to CISOs. Kate highlights the challenges salespeople face in a market where traditional tactics, such as cold calls, unsolicited emails, and LinkedIn pitches, …
Lobular Cancer & Breast Density Awareness
Breast cancer survivors in Clare are calling for greater awareness around breast density and for women to routinely be told their breast density as part of breast screening.
Kate Healy from Cratloe and Lorraine White from Ruan, both breast cancer survivors, are supporting the campaign and say wo…
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