CFFP #48 - Tools to Uncover Your Client’s Money Story ft. Kathy Longo CFP®, CAP®, CDFA®

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Kathy Longo is a Certified Financial Planner® practitioner, Chartered Advisor in Philanthropy®, and a Certified Divorce Financial Analyst® and the author of Flourish Financially: Values, Transitions, & Big Conversations. She is president and founder of Flourish Wealth Management®. Kathy was named an Investopedia Top 100 Financial Advisor for 2021 and is the Host of the Flourish Financially Podcast. She serves on the board of directors for YWCA of Minneapolis to eliminate racism and empower women and girls and Moneyweave Academy to provide financial planning education for women that inspires sound decision-making, purposeful action, and philanthropy.

 

In our discussion we talked about:  

 

🎙️ Why become a Certified Divorce Financial Analyst?

🎙️ Let's talk tools
🎙️ Bringing forth transformation...

🎙️ What financial professionals should keep in mind delivering transformation to clients

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