Kathy Longo featured on Michael Kitces' Financial Advisor Success Podcast

Wednesday, 06 June 2018

Episode 075 Feature Kathy Longo Kathy Longo recently sat down with Michael Kitces to take part in his Financial Advisor Success Podcast, and to discuss how walking away from an RIA partnership to found Flourish Wealth Management has shaped her business philosophy. In addition to discussing her upcoming book Flourish Financially: Values, Transitions, and Big Conversations (Fall '18), Kathy also gives insights into how to structure the investment management component of a financial planning firm, how to create a strong culture for growing your team, and benefits of participating in a study group.

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Kathleen Longo featured on Upside: The Business Growth Podcast with Rusty Shelton

Tuesday, 13 March 2018

Recently, Flourish CEO Kathleen Longo sat down with Rusty Shelton to share her perspective on starting a business that reflects professional and personal passion. As well as her business expertise you can hear all about some of the exciting things she and Flourish have been up to lately, including her upcoming book, expected to launch in September 2018, titled Flourish Financially: Values, Transitions, and Big Conversations.

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Contributing Authors

Kathy Longo, CFP®, CAP®, CDFA

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Jay Pluimer, AIF® CIMA®

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