Recent Press

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

 

Kathy Longo featured on Worth | The Investment Gap

Friday, 29 March 2019

Kathy Longo featured on Worth | The Investment Gap
"From pay disparity to finding the right financial advisor, women face distinctive challenges when it comes to maintaining and building wealth. And sometimes the biggest hurdle is internal. So what’s a woman to do? Start planning."

- Sarah Max

Kathy Longo, CFP®, CAP®, CDFA® was recently asked by Worth to share her expertise on ways in which finding the right financial advisor can help women at all stages of their lives and careers build wealth. Especially in the face of issues like wage discrepancy, and a lack of financial confidence. Check out the full article for tips you can use in your 20s, 30s, 40s, 50s, 60s and beyond!


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