Presented by MoneyQuotient
Wednesday, 02 October 2019
Join Kathy Longo for a free webinar and discussion of her book Flourish Financially: Values, Transitions, and Big Conversations presented by MoneyQuotient as part of their fall series of events.
Friday, 02 August 2019
Kathy Longo CFP®, CAP®, CDFA® has been officially selected by Investopedia as one of their top 100 Financial Advisors of 2019!
This is the third year for the Investopedia 100 which celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management, influence the practice of financial advice, and help educate millions of investors.
Friday, 26 July 2019
Join Kathy Longo for the FPA Journal in the Round online roundtable and interactive discussion!
July 31, 2019
2:00 PM Eastern
(1:00 PM Central, 12:00 PM Mountain, 11:00 AM Pacific)
In this month’s program, July Journal for Financial Planning contributor, Taylor Schulte, CFP, will discuss how financial planners (not marketing experts) can use online-content platforms to grow their business, attract more clients and build their brand. He is joined by fellow planners Justin Castelli, CFP, and Kathy Longo, CFP, who are featured in his article, to share their success and significant return after incorporating video, blogging, and podcasting into their marketing plan.
The Challenges of Transitions: Understanding the personal side of money.
Wednesday, 08 May 2019
There are two sides of money; the technical and the personal. Both sides are equally important and complex, but it is the personal side that drives decision-making. Change is an integral part of the human experience. And change creates the space for new and different things to happen, both financially and personally. Even if we realize there are four stages to transition, that’s not sufficient guidance to help someone move through a major life change.
Friday, 19 April 2019
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