Podcasts & Interviews

Kathy Longo and Michele Lenz featured on the You're a Financial Planner, Now What? Podcast

Friday, 19 April 2019

Kathy Longo and Michele Lenz featured on the You're a Financial Planner, Now What? Podcast

Kathy Longo and Michele Lenz had a great time speaking to Matt Fizell over at the You're a Financial Planner, Now What? Podcast about how to integrate and flourish in a financial planning firm. This is a great episode for anyone looking to scale a firm, build a career path, or who is interested in growing their career as a planner into a future firm partner.

What You’ll Learn:

  • What a hiring process looks like in a scaling firm
  • How a business owner and a newer planner who is being hired relates to the hiring process
  • The importance of hiring for fit, from a business owner’s perspective
  • How creating career paths can shape a firm
  • How to encourage growth in new team members
  • What to expect when working for a small practice as a new planner
  • The importance of transparency in conversation, and being open to feedback

 

Listen to Kathy Longo on The Small Business Radio Show with Barry Moltz!

Monday, 03 December 2018

Listen to Kathy Longo on The Small Business Radio Show with Barry Moltz!

Kathy Longo recently sat down with Barry Moltz of the Small Business Radio Show to share her insights into the conversations you need to be having with your spouse about money, and how communicating effectively with your spouse can help turn your finances into a source of strength rather than tension for your relationship.


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