It’s not news that the workplace is constantly changing: COVID-19 speared hybrid and remote work setups, AI is shifting skillsets and priorities. It’s not news that leaders and managers need to keep a pulse on these changes to best support their people and company. But something that is new that may be missed among other shifts is the fact that four generations now make up the workforce: Baby Boomers, Gen X, Gen Z, and Millennials.
Who better to tell us why it’s important to invest in generational talent and leadership now, than Kate Healy, the CEO and Founder, AdvoKate IQ, LLC. Through her consultancy firm, Kate works with companies to create wealth management growth strategies, so they can take advantage of demographic changes affecting workforce and client acquisition. With over three decades of guiding financial services leaders, she’s become widely recognized for her expertise in marketing, leadership, and talent development. In 2018, Wealthmanagement.com named her on the “Ten to Watch” list, and in 2016, Investment Advisor Magazine named her as one of the industry’s 25 most influential people.
Here’s What We’ll Be Talking About Today:
05:26 — How to Decide to Make the Leap
08:05 — The Importance of Leadership and Career Ownership
13:24 — Navigating Generational Differences in Financial Planning
19:22 — Next-Gen Talent: Attracting, Developing, and Retaining
23:14 — Continuous Learning and Development in Your Career
27:17 — Understanding Generational Differences
29:12 — Saying Yes to New Opportunities
32:00 — Navigating a Non-Linear Career Path
33:26 — Taking Responsibility for Your Career
36:23 — The Power of Curiosity and Connections
41:44 — Reflecting and Making Intentional Choices
45:49 — Investing in Continuous Development
47:18 — Building Relationships and Being a Connector
Connect With Kate Healy
- Kate Healy on LinkedIn
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