Recruiting and Retaining
Next Gen Talent

It is no secret that women advisors are underrepresented in the financial services industry. The Bureau of Labor Statistics indicates that 31% of financial advisors are women, while Barron’s estimates that number at just 20%. Meanwhile, the CFP® Board has stated that 23% of certified financial planners are women. Many wealth management and investment firms are looking to hire more women, but still struggle to attract and retain them. 

In today’s episode, my guest, Kate Healy, CEO and Founder of AdvoKate IQ, and I discuss how to recruit and retain more women and next generation talent in wealth management and finance. Kate is an expert and tireless advocate for the next generation advisor. Her work focuses on making the industry more inclusive and ensuring that individuals from diverse backgrounds – in terms of race, gender, and educational background are welcomed into, and successful in this field.

Listen to this podcast and discover: 

• Why firms struggle to hire and retain a diverse talent pool 
• Tips for thinking outside of the box when recruiting for diversity
• How to tap into women’s super powers to improve your firm’s culture  
• Why it pays to invest in professional development for your staff
• How to support women in your firm by understanding the need for community

Want to connect with Kate? Here’s how:

• Kate’s LinkedIn