January | 2022 | Permission To Succeed Podcast

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

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.

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

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Amy Hart Clyne has dedicated her career to helping prosperous families fulfill the promise and potential of their legacies and achieve wealth momentum. As Chief Knowledge and Learning Officer, Amy brings more than 25 years of experience in the ultra-wealth space

She recently co-authored a book, Finding her Voice and Creating a Legacy: Portraits of Pioneering Women Leading Wealthy Families, in which she interviewed a large number of women from prominent families and shares their stories

In this episode of Permission to Succeed, Doug and Amy talk about some of the stories shared with Amy – how these women evolved from a traditional female role within their families to being true leaders and shaping the future for generations to come.

Resources: Pitcairn | Finding Her Voice and Creating a Legacy: Portraits of Pioneering Women Leading Wealthy Families

Monthly Archives: January 2022

Episode 55 – Recruiting a Diverse Next Generation of Advisors – With Kate Healy

Episode 54 – Finding Her Voice and Creating a Legacy – With Amy Hart-Clyne