This is the second year that Flourish has been awarded as one of the top rated financial advisors in Minnesota by AdvisoryHQ.
Here's What AdvisoryHQ had to say:
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. Five Star Professional conducts this research to help consumers with the decision of selecting a service professional in their area. They have partnered with Twin Cities Business magazine and Mpls. St. Paul Magazine to recognize these professionals and highlight their achievements.
"...Kathleen Longo, president of Flourish Wealth Management in Edina, Minn., belongs to an all-women study group known as the Goddesses of Financial Planning.
Ms. Longo, who advises on $95 million in client assets, joined the group of about a dozen other female RIAs 16 years ago when she was still working for a larger firm.
The group, which meets for two hours on the last Friday morning of each month, was instrumental three years ago in helping Ms. Longo realize she could launch her own advisory firm.
“When I joined, I was still at a larger RIA and I thought I'd be there forever. But seeing these other women, and having the inspiration and support of this group made me realize I could go out on my own,” Ms. Longo said.
Whether the group is made up of RIAs from the same city or spread across the country, the idea of competing against each other is one of the first things taken off the table...."
Kathleen Longo shares her inspiration for starting her own firm in Follow the Advice You Give Your Clients for Financial Advisor IQ, August 19, 2016
A few years ago, when I was still working for a larger financial advisory firm, I had a client who was unhappy with his job. The conversation evolved over a series of meetings. When he came in, I’d ask him about how various aspects of his life were going. Whenever we discussed his job, he always sounded unsatisfied.
Jay Pluimer offers examples of what to look for while conducting a 401(k) plan review in Do You Have a "Gold Medal" 401(k) Plan? Shared by The BAM Alliance, August 11, 2016
My family is getting excited about the upcoming Summer Olympics in Rio. I have a 10-year-old-daughter who is a year-round competitive swimmer and shares what's likely a common dream among young athletes to compete on the world stage. A wonderful thing about sports like swimming is that the time standards for Olympic qualification are clearly stated and communicated so every aspiring Olympian knows what it takes to swim for their home country.
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