Friday, 19 August 2016
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.
Friday, 15 April 2016
by Kathleen Longo on April 16, 2016
With thankfulness and appreciation for my supporters, team and clients, I am proud to celebrate the 2nd birthday of Flourish Wealth Management today! It has been amazing journey over the past two years to build a strong foundation for the business. We have been blessed with amazing client experiences and supportive efforts from even more people than I could imagine. It has been a very rewarding personal and professional experience along the way. We are now getting ready for more accomplishments in the next year at Flourish, starting with an exciting hire that we will be announcing soon. My heartfelt thanks go out to everybody that has made the past two years a success beyond my wildest dreams. Cheers to you!!