CEO & Founder, AdvoKateIQ, LLC. Strategic Advisor all things Growth: Marketing, NextGen client and talent development. Rutgers grad, Giants fan, Jersey native
Joined October 2015
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Check out my latest column on how #reversementoring can help your firm retain #NextGen talent #financialplanning #diversity
"The pace of change in our profession is exceptional. For firms to remain best-in-class, they need to take advantage of all opportunities to get smarter." | @Kate__Healy
wealthmanagement.com/careers…
Kate Healy retweeted
🚨 Foundation Update 🚨
We are excited to announce our newly appointed FinServ Foundation Fellow Advisory Board!
We are looking forward to great things ahead!
Great advice from Leslie Norman, CTO of @DynastyFP - You have to be ready for AI from a data perspective.
#SynapseSummit2025 #InnovationLivesHere
Kate Healy retweeted
Highlights from #T32025 kickoff @t3techhub @FinTechie! Big thanks to our sponsors and presenters @GoogleAI @Microsoft
What’s been your favorite moment so far? Sound up and share your thoughts!
Kate Healy retweeted
🚨 Happening Now! 🚨Live at #T32025 A magical convo @Kate__Healy Steve Quirk @Robinhood Robb Baldwin @TradePMR diving into long term plans to support FAs and to be helpful and useful @t3techhub @FinTechie
Find us in the back right of the Partner Showcase.
This is #NextGen talent.
Look at this great group of @FinServOrg fellows at the @NitrogenWealth #FISummit. You can meet them at noon today at the FinServ Meet-n-Greet at the Partner Marketplace, Showcase 2
Shoutout to Wealth.com for the shirts!
This is #NextGen talent.
Look at this great group of @FinServOrg fellows at the @NitrogenWealth #FISummit. You can meet them at noon today at the FinServ Meet-n-Greet at the Partner Marketplace, Showcase 2
Shoutout to Wealth.com for the shirts!
What a great conversation about the importance of building a pipeline of talent to support business growth! Thank you @blxinternship @luis_f_rosa @ShawnTydlaska @finstaples for your work.
BLX Internships are now available. Make sure your firm is taking advantage of this talent.
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🚀 The Net Positive Consortium in Wealth Management Launches: Uniting Firms for Collective Impact! 🌍
Proud to be part of this exciting milestone as leading RIA & wealth management & partner firms launch this groundbreaking initiative 👏🏻
prnewswire.com/news-releases…
@suzsiracuse
Can’t wait to share the THRIVE stage with Kellan Brown and share our thoughts on Impacting the next generation of women leaders in financial services. #WIFSThrive2024 #NextGen #wealthmanagment #women #leadership
Get ready to 🌱THRIVE🌱 on the Main Stage with our fabulous line up of speakers! Here are just a few who will be taking the main stage at the @wifsnational Conference. We can't wait to see this amazing lineup in action in less than 2 weeks!
Register at
wifsnational.org/wifs-nation…
Apologies to the rest of the flight, but I convinced @suzsiracuse to get the seat next to me on the way to @FutureProof_HQ.
Looking forward to seeing everyone! #FutureProofFestival #HuntingtonBeach
Excited to be back on stage at Future Proof Festival, along with @suzsiracuse and Anna Chaiken of @RitholtzWealth to talk about Secrets to Building a Scalable Dream Team.
See you Monday at the Level Up stage at 12:05 🎤 😎 🏖️@FutureProof_HQ #FutureProofFestival
Kate Healy retweeted
Only communicate w/ clients using compliance-approved channels. Only communicate w/ clients using compliance-approved channels. Only communicate w/ clients using compliance-approved channels.
"Off-channel comms tops list of concerns in compliance survey" citywire.com/ria/news/off-ch…
Embrace your team’s Brilliant Differences! Take advantage of generational differences to create a stronger team. Listen ⬇️ to learn how to retain talent and empower associates to take ownership of their own development journey. With @FinkaJerkovic
finkainc.com/portfolio/episo…
81% of CFP Professionals under age 35 agree that offering pro bono financial planning has helped them develop more effective client listening and communication skills👂
It’s easy to get involved, check out this article from @PowerProBono
📰FFP IN THE NEWS📰@FPAJournal just released their July issue, featuring an article by FFP CEO Jon Dauphiné that spotlights the role of “next-gen” financial advisors in fueling the #probono movement. To read the full article, click here! financialplanningassociation…
If you have some extra time, this is a great opportunity to help families facing #cancer diagnoses. Research shows patients face better health outcomes when their finances are handled. #powerprobono #foundationforfinancialplanning
Calling all CFP®s! Looking for a way to give back? @angelfoundation is looking for bilingual (English & Spanish speaking) advisors to provide pro bono financial planning services to adults facing cancer-related financial toxicity. Learn more & sign up here probonoplannermatch.org/oppo…
.@FPANexGen Don’t miss this opportunity to connect with the smart, talented and passionate volunteer mentors working with @FinServOrg Invaluable opportunity to learn💡 from each other and 🚀 your career.
We are now accepting applications for the FPA NexGen and FinServ Foundation Fall 2024 Mentorship Program!
Spots are limited so apply now: bit.ly/3yXQA29
FPA NexGen: bit.ly/3yUHjI6
FinServ Foundation: bit.ly/3yS05jl
So many #Hiddenfigures in #wealthmanagement - there’s a role for everyone. Thanks to @JillMalandrino @Nasdaq and @TradeTalks for helping raise awareness of @FinServOrg
AdvoKate IQ CEO and Founder @Kate__Healy joined @JillMalandrino to discuss the role women play in the financial advisory space outside of the client facing jobs.
Watch the full video: spr.ly/60195z9dZ
Thanks @TradeTalks @Nasdaq and @JillMalandrino for letting us spread the word about @FinServOrg and the importance of #financialliteracy and #mentorship as we look to grow the #financialplanning profession. Always fun to be with @RetirementRisks @DrPrestonCherry Dr David Rhoiney
.@FinServOrg @BrynMawrTrust @osventuresllc @concurrentfp & AdvoKate IQ join @JillMalandrino on @Nasdaq #TradeTalks to discuss the development gap with the next generation of financial advisors. xitter.cf/i/broadcasts/1mrGmyaAv…
“It’s not how much you earn. It’s how much you save” says Huey Lewis. Love this. And one of the best concerts from TD Ameritrade’s LINC conference. 💚
Rock legend Huey Lewis is now walking on a thin line between spending and saving trib.al/F9pA2tr
