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025: Kathy Longo on Starting a Business that Reflects Professional and Personal Passion

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Manage episode 200079959 series 1420439
Content provided by Rusty Shelton and Advantage Media Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rusty Shelton and Advantage Media Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Kathy Longo brings over 25 years of expertise and experience to Flourish Wealth Management. After earning a degree in Financial Planning and Counseling from Purdue University, she began her career at a small firm in Palatine, Illinois where she worked directly with clients while learning to build a viable, client-centric business. She has been quoted as a trusted expert in multiple national and local publications including The Wall Street Journal, New York Times, and Money Magazine amongst others. At the firm level, Flourish Wealth Management was recently recognized by AdvisoryHQ as a top-rated financial advisor in Minnesota for the 3rd year in a row..

Throughout her career, Kathy maintained a desire to start a company of her own, focused on delivering her expertise to a dedicated group of clients. Flourish Wealth Management embodies the fruition of that dream and builds off a strong foundation of insight and experience. Kathy is wholly dedicated to improving the life of each client and finds joy in making complex matters simple and easy to understand. She excels at asking the right questions, uncovering new possibilities and implementing the most advantageous strategies for success. Playing such a pivotal role in her clients’ lives remains an honor and a privilege. Her first book is expected to launch in June 2018 and is titled Flourishing Financial: Values, Transitions, and Big Conversations.

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78 episodes

Artwork
iconShare
 

Archived series ("Inactive feed" status)

When? This feed was archived on June 28, 2021 17:09 (2+ y ago). Last successful fetch was on November 01, 2020 18:27 (3+ y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 200079959 series 1420439
Content provided by Rusty Shelton and Advantage Media Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rusty Shelton and Advantage Media Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Kathy Longo brings over 25 years of expertise and experience to Flourish Wealth Management. After earning a degree in Financial Planning and Counseling from Purdue University, she began her career at a small firm in Palatine, Illinois where she worked directly with clients while learning to build a viable, client-centric business. She has been quoted as a trusted expert in multiple national and local publications including The Wall Street Journal, New York Times, and Money Magazine amongst others. At the firm level, Flourish Wealth Management was recently recognized by AdvisoryHQ as a top-rated financial advisor in Minnesota for the 3rd year in a row..

Throughout her career, Kathy maintained a desire to start a company of her own, focused on delivering her expertise to a dedicated group of clients. Flourish Wealth Management embodies the fruition of that dream and builds off a strong foundation of insight and experience. Kathy is wholly dedicated to improving the life of each client and finds joy in making complex matters simple and easy to understand. She excels at asking the right questions, uncovering new possibilities and implementing the most advantageous strategies for success. Playing such a pivotal role in her clients’ lives remains an honor and a privilege. Her first book is expected to launch in June 2018 and is titled Flourishing Financial: Values, Transitions, and Big Conversations.

  continue reading

78 episodes

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