Season 5 Episode 48 - Tools to Uncover Your Client's Money Story ft. Kathy Longo CFP®, CAP®, CDFA®

About our guest…

Kathy Longo is a Certified Financial Planner® practitioner, Chartered Advisor in Philanthropy®, and a Certified Divorce Financial Analyst® and the author of Flourish Financially: Values, Transitions, & Big Conversations.

She is president and founder of Flourish Wealth Management®. Kathy was named an Investopedia Top 100 Financial Advisor for 2021 and is the Host of the Flourish Financially Podcast. She serves on the board of directors for YWCA of Minneapolis to eliminate racism and empower women and girls and Moneyweave Academy to provide financial planning education for women that inspires sound decision-making, purposeful action, and philanthropy.


What we talked about…

🎙️ Why become a Certified Divorce Financial Analyst?

🎙️ Let's talk tools

🎙️ Bringing forth transformation...

🎙️ What financial professionals should keep in mind delivering transformation to clients


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Season 5 Episode 49 - Making the Pivot as a Career Changer ft Brian Covey

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Season 5 Episode 47 - Incorporating Behavioral Change Into a Financial Coaching Practice ft. Rahkim Sabree, CFEI