Advisors have to look at people for their potential and not just their experience. If we look for experience, we're just going to keep getting the same people."
Kate Healy, head of institutional marketing at TD Ameritrade Institutional
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Summary: Newly minted financial planning assistant Airionne Givens didn't have a lot of money when she was growing up in St. Louis. And she saw plenty of other African-American families who struggled with college costs, retirement saving and other financial challenges. Until Givens went to college, she had never heard of, or knew about, financial planning. But once she did, she was hooked. "I wanted to help people who were in the same predicament as the people I knew, and I saw that this was a way I could do that," Givens says.
Advisors have to look at people for their potential and not just their experience. If we look for experience, we're just going to keep getting the same people."
Kate Healy, head of institutional marketing at TD Ameritrade Institutional
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