On their second episode of Women’s month, Top Advisor Marketing host Matt Halloran welcomed Kathy Longo, CFP®, CAP®, CDFA to discuss her newest book Flourish Financially: Values, Transitions, and Big Conversations.
Kathy brings 25 years of experience and her extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager, and business owner to her writing and this podcast!
Listen below:
