Kathleen Kenealy's guest appearances

Kathleen Kenealy

Financial Advisor Success

Jason Zweig

Roger Whitney

Hilary Hendershott

Jeff Rose

Michael Kitces

Andy Schwartz

Anna Sergunina

David Ortiz

Peter Lazaroff

Shirl Penney

Douglas Boneparth

Sheryl Garrett

Josh Brown

Dan Egan

Ric Edelman

OwlTail

My guest today is here to talk about a kind of success that hasn’t been covered much on the podcast: building a career within a larger firm instead of going independent. Kathleen Kenealy is the Managing Director and Senior Wealth Advisor for Boston Private Wealth—a private bank and trust company that oversees nearly $8 billion of assets under management—and while she manages more than $300 million for seventy-five client households, she isn’t actually responsible for bringing in clients. Instead, she focuses her time on doing financial planning for the firm’s clients and improving the financial planning processes within the company, which recently earned her recognition as an InvestmentNews 40 under 40 honoree. In this episode, Kathleen opens up about what it’s like to work within a larger advisory firm that has separated out prospecting and business development from financial planning work, as well as how she’s been able to find job opportunities with companies that reward her for being a great financial planner without requiring her to find clients herself. Listen in to hear how she found her way into the financial planning world and navigated her unique career path, why she chose to work within larger firms rather than going out on her own, and where she plans to end up in the long run as she follows this corporate career path. For show notes and more visit: https://www.kitces.com/103

My guest today is here to talk about a kind of success that hasn’t been covered much on the podcast: building a career within a larger firm instead of going independent. Kathleen Kenealy is the Managing Director and Senior Wealth Advisor for Boston Private Wealth—a private bank and trust company that oversees nearly $8 billion of assets under management—and while she manages more than $300 million for seventy-five client households, she isn’t actually responsible for bringing in clients. Instead, she focuses her time on doing financial planning for the firm’s clients and improving the financial planning processes within the company, which recently earned her recognition as an InvestmentNews 40 under 40 honoree. In this episode, Kathleen opens up about what it’s like to work within a larger advisory firm that has separated out prospecting and business development from financial planning work, as well as how she’s been able to find job opportunities with companies that reward her for being a great financial planner without requiring her to find clients herself. Listen in to hear how she found her way into the financial planning world and navigated her unique career path, why she chose to work within larger firms rather than going out on her own, and where she plans to end up in the long run as she follows this corporate career path. For show notes and more visit: <a href="https://www.kitces.com/103" rel="nofollow" target="_blank">https://www.kitces.com/103</a>

Ep 103: Finding Success As A Great Financial Planner Without The Need For Business Development Or Partnership with Kathleen Kenealy