Kathy Longo featured on Michael Kitces’ Financial Advisor Success Podcast for a Second Time
In this conversation with Michael, Kathy Longo reflects on the journey of Flourish Wealth Management and the intentional decisions that have shaped the firm’s evolution. She shares insights into partnership and succession planning, building a values-driven culture, and leading growth in a way that stays aligned with purpose. The discussion also explores Kathy’s approach to hiring, acquisitions, and long-term leadership development, along with lessons learned from navigating change and expansion over time. Her perspective highlights the importance of clarity in vision, thoughtful decision-making, and staying grounded in the mission of serving clients and team members well. This episode offers […]
