Kathy Longo Speaks About The Challenges of Transitions to the Twin Cities Chapter of the Society of Financial Services Professionals
There are two sides of money; the technical and the personal. Both sides are equally important and complex, but it is the personal side that drives decision-making. Change is an integral part of the human experience. And change creates the space for new and different things to happen, both financially and personally. Even if we realize there are four stages to transition, that’s not sufficient guidance to help someone move through a major life change. The fact is that financial professionals aren’t taught a process that might increase the probability of seeing the opportunities change creates. Though traditional financial […]
