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Today, Kate Healy, the Managing Director of TD Ameritrade Institutional’s Generation Next, is taking time to outline the importance of creating a more inclusive financial planning profession for the next generation and beyond. She’s going over actionable steps you and your team members can start taking today to focus on the DEI movement - and why it’s important!
https://www.2050trailblazers.com/episode/s04e02
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5858 ratings
Today, Kate Healy, the Managing Director of TD Ameritrade Institutional’s Generation Next, is taking time to outline the importance of creating a more inclusive financial planning profession for the next generation and beyond. She’s going over actionable steps you and your team members can start taking today to focus on the DEI movement - and why it’s important!
https://www.2050trailblazers.com/episode/s04e02