Podcasts & Interviews

Kathy Longo Featured on the Money Savage Podcast

Tuesday, 17 March 2020

Kathy Longo Featured on the Money Savage Podcast

Kathy Longo sat down with George Grombacher of the Money Savage podcast to discuss how values fit into financial success, how to determine yours, and the challenges and opportunities associated with life’s transitions. 

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

 


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