How to Have Difficult Conversations and Achieve Better Outcomes
We've all been there. Something isn't right, and you know a difficult conversation is needed. But knowing you need to have the conversation and knowing how to approach it are two different things.
Sound familiar?
- Your compensation package isn't what you hoped for.
- You and a boss, colleague, client, or vendor just don't see eye-to-eye.
- You're navigating a multigenerational workplace where everyone communicates and works differently.
You're Not Alone! Join us for a Conversation Circle to learn practical strategies for approaching uncomfortable conversations with greater confidence, clarity, and empathy.
This Expert Insights is offered through the Women's Initiative.
Guest Expert:
Kate Healy
CEO & Founder
AdvoKate IQ, LLC
Kate Healy is a leading voice in the wealth-management ecosystem and the CEO of AdvoKate IQ, where she helps firms accelerate growth, strengthen leadership, and build sustainable NextGen-ready businesses. A strategist, speaker, and long-time industry advocate, Kate is known for expanding the profession’s focus on talent development—elevating the visibility of women, early-career advisors, and underrepresented leaders across the RIA landscape.
During her tenure as Managing Director of Marketing at TD Ameritrade Institutional, Kate championed several of the industry’s most influential NextGen initiatives, reshaping how firms attract, retain, and advance talent. Today, through AdvoKate IQ, she advises RIAs and enterprise firms on leadership development, succession planning, cultural alignment, marketing strategy, and long-term growth planning.
Kate is deeply involved across the industry as a board member, mentor, program architect, and keynote speaker. She is a trustee of the Foundation for Financial Planning, an advisory board member of the FinServ Foundation, executive member of the Net Positive Consortium, and national programs supporting aspiring advisors and emerging leaders.
A frequent conference headliner, Kate speaks on growth, development, women’s leadership, firm valuation drivers, and the strategic forces shaping the future of advisory firms. Her perspective blends hands-on industry experience, research-backed insights, and a passionate commitment to building a more inclusive and enduring profession.
Moderator: Liz Bernhard, CFP®, MBA President & Senior Wealth Advisor
Albion Financial Group
Audience: Everyone
As part of our commitment to fostering open and honest dialogue, please be advised that recordings of Expert Insights are strictly prohibited. This measure is in place to uphold the privacy and comfort of all participants. Additionally, we kindly request that attendees refrain from engaging in sales or promotion of products or services during the session.
Noncompliance with these guidelines may lead to removal from the session and from future NAPFA programs. Your cooperation in creating a respectful and conducive environment for discussion is greatly appreciated.