Welcome to the
TDA4advisors Blog

We are excited to share a collection of relevant, timely, and insightful articles that can help you grow and strengthen your business. TD Ameritrade and leading industry experts will be contributing their unique perspectives on the challenges and opportunities that RIAs are facing today. Thank you for joining our community and we look forward to connecting with you!

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  • by Kate Healy
  • Managing Director, Advisor Marketing & Sustainability, TD Ameritrade Institutional

AdvoKate: Fathers, Front & Center

It’s June—time to think about dads and grads again. As someone who is passionate about growing the number of women and other under-represented groups in the ranks of financial planners, it’s no surprise I often direct my advice and encouragement to women.

Not today. Today, I’m talking to you: dad, father figure, godfather, uncle…any man who has a female in his life who looks up to him. This is for you.

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Kate Healy and her father, Jack Healy, on Hawk Mountain while hiking the Appalachian Trail.

 

I come from a big Irish Catholic family. My father grew up in a time of traditional mindsets about gender roles. But since his father died when he was young, my dad had many strong females in his life—his mother, his grandmother, and his two sisters. So when it came to his four daughters, he made sure we knew we could be whoever we wanted to be. No limitations. (Especially me, because I was his favorite!) He was a wonderful man in so many ways, and I thank him for teaching me this all-important life lesson.

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  • by Kate Healy
  • Managing Director, Advisor Marketing & Sustainability, TD Ameritrade Institutional

AdvoKate: Building Our Talent Pipeline, Together

When it comes to nourishing the future of the RIA industry, TD Ameritrade Institutional’s own Kate Healy is a woman on a mission. Determined to reach back and lift others up, she’s a constant presence at industry conferences and events — leading the charge to educate and encourage current and future advisors. She has so much knowledge and inspiration to share, we’re pleased to introduce her new blog series “AdvoKate.” Here Kate will keep you up to date on what we’re doing to nurture and sustain RIAs with a focus on diversity and NextGen talent.

Martha Tullis (RIA NextGen Scholarship Winner) and Kate Healy

Martha Tullis and Kate Healy

Demand for financial planners is growing—that’s great news. The challenge is that there’s not enough talent out there to fill the void. I think, however, that if we work together, we can build a great talent pipeline.

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  • by Kate Healy
  • Managing Director, Advisor Marketing & Sustainability, TD Ameritrade Institutional

AdvoKate: Making your firm a place where women want to work

When it comes to nourishing the future of the RIA industry, TD Ameritrade Institutional’s own Kate Healy is a woman on a mission. Determined to reach back and lift others up, she’s a constant presence at industry conferences and events — leading the charge to educate and encourage current and future advisors. She has so much knowledge and inspiration to share, we’re pleased to introduce her new blog series “AdvoKate.” Here Kate will keep you up to date on what we’re doing to nurture and sustain RIAs with a focus on diversity and NextGen talent.

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Kate Healy and Deena Katz at the 2017 InvestmentNews Women to Watch event.

I recently attended an amazing InvestmentNews Women to Watch event and have a lot of excitement to share from the day. For the second year, InvestmentNews recognized women from the industry who have advanced the business of providing advice through their leadership, passion, creativity, and willingness to help others along the way.

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Looking for insights on developing NextGen talent, creating career paths for growth, and encouraging their success?

This Why and How to Develop NextGen Talent: An Adviser’s Guide White Paper provides actionable steps to help you develop the right talent and structure the right roles for their future success.