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Kathy Longo Quoted in ‘Worth’ Article on Why Women Benefit from a More Personal Financial Advisory Process

Tuesday, 25 April 2023

Kathy Longo Quoted in ‘Worth’ Article on Why Women Benefit from a More Personal Financial Advisory Process

While women control some $10 trillion in assets at the moment, the financial advisory industry remains dominated by men. A byproduct of this is that many women feel ignored – or worse, patronized – when meeting with financial professionals. Kathy Longo addresses this issue and related financial planning tips for women in this recent feature article from Worth.

Kathy Longo joins Travis Parry on the Balanced Growth Show

Wednesday, 22 February 2023

Kathy Longo joins Travis Parry on the Balanced Growth Show

I recently had the pleasure of joining Travis Parry on his podcast, The Balanced Growth Show, where we discussed balancing the work of a successful financial advisor with family obligations and a life outside of the office. Working with Travis on this episode was a true pleasure, and I'm excited to share it with you. Check out the video of our conversation below, or listen to it here. Let's grow and thrive together!

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