Kathy Longo and Michele Lenz featured on the You’re a Financial Planner, Now What? Podcast

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  Kathy Longo and Michele Lenz had a great time speaking to Matt Fizell over at the You’re a Financial Planner, Now What? Podcast. This is a great episode for anyone looking to scale a firm, build a career path, or who is interested in growing their career as a planner into a future firm partner. What You’ll Learn: What a hiring process looks like in a scaling firm How a business owner and a newer planner who is being hired relates to the hiring process The importance of hiring for fit, from a business owner’s perspective How creating career paths […]