Recent Press

Kathy Longo Shares Her Expertise on the Top Advisor Marketing Podcast

Monday, 11 March 2019

On their second episode of Women’s month, Top Advisor Marketing host Matt Halloran welcomed Kathy Longo, CFP®, CAP®, CDFA to discuss her newest book Flourish Financially: Values, Transitions, and Big Conversations. 

Kathy brings 25 years of experience and her extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager, and business owner to her writing and this podcast!

Listen below:


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