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
- Asian American insurance & Financial ProfessionalAssociation
- Assoication of African American Financial Advisors (Quad A)
- Financial Women's Association
- Latinos in Finance
- National Association of Black Accountants
MBA Associations
- National Association of Asian MBAs
- National Association of Women MBAs
- National Black MBA Association
- National Society of Hispanic MBAs
Professional Organizations
- Association of Latino Professionals for America
- National Association of Asian American Professionals
- National Association of Professional Women
- Society of African American Professionals
- Avant-Gard Network
- iRelaunch
Undergraduate Organizations