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Finding a Foothold in Financial Services

Kate Healy and Kraleigh Woodford discuss how to chart your career path in the financial services profession.

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Practice Management Podcasts

January 29, 2021

We welcome financial professionals Kate Healy and Kraleigh Woodford to the NextGen in 10 Podcast for a conversation about the institutional and independent branches of financial services and how new advisors can find where they fit in best. This episode begins a conversation on how financial advisors new to the field can decide on a career path when choosing between independent or corporate opportunities and the benefits and challenges associated with each model.

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