Tag Archives: #MattHalloran

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

Financial, Investing, MarketCounsel Summit, Permission To Succeed, , , , , , , , , , ,

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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

Episode 53 – Helping People Rise Above the Noise – With Amelia Garland and Courtney McQuade

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Today we are joined by Amelia Garland, head of Professional Buyer Sales, and Courtney McQuade, head of Audience Development and Citywire Studios, both from Citywire RIA, a Citywire publication in which all news, views and analysis is aimed at those individuals who decide their firms’ investment proposition and manage client portfolios. 

In this episode of Permission to Succeed, guest host Matt Halloran talks with Amelia and Courtney about how they got their starts, how they ended up in financial services, and how Citywire’s passion for personalized stories, good journalism and good social media helps their messages “rise above the noise.”

Recorded at the MarketCounsel Summit

Resources: Citywide USA | FP Transitions