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