Financial Advisor Success

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 financ