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  • by Kate Healy
  • Managing Director, Generation Next, TD Ameritrade Institutional

AdvoKate: #PressforProgress on March 8

We hosted a very special guest at this year’s National LINC — “Fearless Girl .”  While it was fun to watch attendees take selfies and gain inspiration from her, I realized that what you see in her depends a lot on your point of view.

I’m proud of my career and I have forged my own path, but looking at her reminded me how grateful I am of the support I’ve had along the way. From my parents who made sure I knew I could be whoever I wanted to be— to wonderful mentors and managers and friends who en-courage me still today. I don’t have to always be fearless, because I know a lot of people have my back.

In support of fearless girls everywhere, join me for my first Twitter chat on International Women’s Day, Thursday, March 8, where we’ll talk about what we can do to support more women in the industry.

Here’s what to expect:

• I’ve assembled a panel of thought leaders from the industry, advocacy groups and campuses to talk about the struggles and triumphs of women in leadership, financial planning roles, and the RIA world as a whole.
• To get a feeling of what we’ll be discussing, the questions and additional details are available below. I’ll be sharing the questions from my handle, @KateHealy_TDA, and you’re encouraged to respond using the hashtags #RIANextGen and #PressForProgress.

We all have days where we see ourselves in “Fearless Girl,” and perhaps times when we wish we were more like her. I’ve been a part of some fantastic conversations about what we can do to engage and support more female talent. I want to share these ideas. Come be part of it!


• Date & Time: March 8, 11 a.m. ET
• Twitter Chat Handle: @KateHealy_TDA
• Hashtags to Use: #RIANextGen and #PressForProgress


• Q1. I’m sure we’ve all had the experience of being the only woman in a conference room, but do you see change? Is it happening less often?

• Q2. Share some light. Where have you seen the most progress?

• Q3. We know that women hold most of the admin and support roles…what can we do to move the dial on the numbers as far as women in leadership positions?

• Q4. Let’s talk about women returning to the workforce. What challenges do they face? And what can we do to remove barriers?

• Q5. Recruiting. Any best practices to share about sourcing talent?

• Q6. Let’s talk about students. How can we encourage more women to major in financial planning?

• Q7. Our final question. What’s your best advice for making our industry better for all?

In support of fearless girls everywhere, join me for a Twitter chat on International Women’s Day!… Click To Tweet


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