Kathleen Longo Featured in Financial Advisor IQ | Follow the Advice You Give Your Clients

Kathleen Longo shares her inspiration for starting her own firm in Follow the Advice You Give Your Clients for Financial Advisor IQ, August 19, 2016

A few years ago, when I was still working for a larger financial advisory firm, I had a client who was unhappy with his job. The conversation evolved over a series of meetings. When he came in, I’d ask him about how various aspects of his life were going. Whenever we discussed his job, he always sounded unsatisfied.

His malaise was so consistent; it really seemed to be wearing him down. Eventually, I asked if there was something he’d like to be doing instead. He revealed that he had always dreamed of running his own business but the idea felt daunting to him. He was earning a good salary and it was hard for him to let that go…


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