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 can shape a firm
  • How to encourage growth in new team members
  • What to expect when working for a small practice as a new planner
  • The importance of transparency in conversation, and being open to feedback

Listen below:

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A decade ago, we embarked on a journey to empower and serve you with values-based financial planning. In 2024, we celebrate our 10th anniversary with immense gratitude for your trust and support. Here’s to many more years of flourishing financially, together!

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