On our second episode of Women's month, your host Matt Halloran welcomes Kathy Longo, CFP®, CAP®, CDFA to discuss her newest book Flourish Financially: Values, Transitions, and Big Conversations.
Kathy brings 25 years of experience and her extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager, and business owner to her writing and this podcast!
Kathy's new book, Flourish Financially: Values, Transitions, and Big Conversations, explores how the concept of money is a lot more than the dollars and cents we earn, save and spend.
Get to the know the author and learn more about this incredible book, what it takes to become an author, and a few marketing tips to make your next book an incredible success!
Links: Kathy Longo LinkedIn | Flourish Financially |
Episode 227: Advisors Need to Market Themselves Better — With Kurt Ohlson
Episode 226: The New Reality for Financial Advisors –– With Doug Heikkinen
Special Episode: Going on The Offensive — With Coach Joe Lukacs
Episode 225: Embrace AI and Prosper— With DJ Sebastian
Special COVID-19 Episode: It’s Time To Step Up Your Game — With Joe Lukacs
Episode 224: How to Create Lasting Brand Awareness — With Rebecca Hourihan
10 Mins with TAM - COVID -19 - Remote Work Options
Episode 223: Are You Scaling Your Credibility?
Episode 222: How to Master Tough Conversations With Clients — With David Wood
Episode 221: Build a Million-Dollar Mindset and the Practice Will Follow — With Stephanie Bogan
Episode 220: Dare to Reinvent Yourself and Help Clients Do the Same — With Bobby Henebry
Episode 219: How to Win Over Prospects With Email Campaigns — With Emily McGuire
Episode 218: How to Stay on the Forefront of Marketing in the 401(K) Space — With Aaron Pottichen
Episode 217 - Build a Bridge Between Means and Meaning for Your Clients — With Mitch Anthony
Episode 216 - 8 Content Marketing Trends for 2020
Special Series Part 3: Your Preview of the Retirement & Longevity Summit — With Ross Marino
Special Series Part 2: Surprising Features That Make or Break Industry Conferences — With Ross Marino
Special Series Part 1: How to Move Beyond Numbers-Based Conversations — With Ross Marino
Episode 215 - Why Your Online Reputation Matters — With Sameer Somal
Episode 214 - How to Rank Higher in Google’s Search Results — With Samantha Russell
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