WHITE PAPERS
CASE STUDIES
Executive Search Case Study – Hiring A COO & CEO Successor
This case study, based on one of Kathy Freeman Company’s successful search engagements, is intended to illustrate our unique approach... READ MORE
Executive Search Case Study – Redefining A Leadership Role
This case study, based on one of Kathy Freeman Company’s successful search engagements, is intended to illustrate our unique approach... READ MORE
Executive Search Case Study – Succession Planning
This case study, based on one of Kathy Freeman Company’s successful search engagements, is intended to illustrate our unique approach... READ MORE
BLOGS
The Smart Approach to Executive Hiring in a Virtual World
Companies across all industries have pivoted to virtual interviews since the pandemic began. Now 13 months into this grand experiment,... READ MORE
Pandemic’s Impact On Human Capital & Executive Search At Family Offices, RIAs
This commentary was published on June 12th, 2020 in Family Wealth Report. The pandemic has forced leaders to reflect and... READ MORE
Gauging Your Own Professional Health – Time to Dig In or Pivot?
Year end is a perfect time to reflect on your career. Whether you are an individual contributor or in executive... READ MORE
Are You Guilty of Unconscious Bias? Five Ways to Build A More Equitable Workplace
For over two decades, our work in the investment industry has allowed us to build wonderful relationships with exceptional people.... READ MORE
Why EI and EQ Are Critical in Institutional Asset Management
We recently participated in a roundtable discussion on the Evolution of the Institutional Asset Management Job Market hosted by Fundfire.... READ MORE
How Leadership Skill Sets in Asset Management Have Evolved
I was recently interviewed by my good friend, Rob Shore, for his Wholesaler Masterminds Lessons From Leaders Podcast Series to share... READ MORE
Successful Talent Acquisition In A Full-Employment Economy
How difficult is it to recruit top-tier talent in today’s full-employment economy? The task is harder than you might think... READ MORE
Leadership Interview Series – Derek Burke – FSC Securities
Kathy Freeman Company’s Leadership Q&A Series is an ongoing set of interviews with investment industry leaders from Asset Management, Brokerage,... READ MORE
Leadership Interview Series – Sam Austin – NEPC
Kathy Freeman Company’s Leadership Q&A Series is an ongoing set of interviews with investment industry leaders from Asset Management, Brokerage,... READ MORE
Leadership Interview Series – James Carney – Morningstar
Kathy Freeman Company’s Leadership Q&A Series is an ongoing set of interviews with investment industry leaders from Asset Management, Brokerage,... READ MORE
Why Millennials Matter as the Investment Industry Matures
Our annual analysis of investment industry recruiting trends is typically well-read, but we didn’t anticipate the reaction we received from... READ MORE
Celebrating 25 Years of Success!
That was quick! In what seems like the blink of an eye, 25 years have passed since I started Kathy... READ MORE
How to Get More Women on the Boards of Investment Companies
This piece originally ran in Family Wealth Report. Is it possible that 468 publicly traded companies across America do not... READ MORE
Talent, Not Technology, Still Carries the Day in the Investment Industry
A recent survey of Ignites readers concluded that sales and marketing professionals are quickly headed for extinction due to technology,... READ MORE
Finding Talent in a Tight Labor Market
This perspective was originally published in Financial Advisor IQ. It looks like 2017 will be another record year for M&A... READ MORE
Motivating the Unmotivated in the Investment Industry’s Market for Talent
Now that we are halfway through the 2nd quarter, we thought it would be interesting to compare data collected from... READ MORE
The Business Case For Corporate Diversity
I was fortunate to be the moderator of a corporate diversity panel discussion recently at MMI’s Sales and Marketing Leadership... READ MORE