CFFP #48 - Tools to Uncover Your Clients Money Story ft. Kathy Longo CFP, CAP, CDFA

Published: March 2, 2022, 10:47 a.m.

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.\n\xa0\nToday we have Kathy Longo is a Certified Financial Planner\xae practitioner, Chartered Advisor in Philanthropy\xae, and a Certified Divorce Financial Analyst\xae and the author of Flourish Financially: Values, Transitions, & Big Conversations. She is president and founder of Flourish Wealth Management\xae. 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.\n\xa0\nIn our discussion we talked about:\xa0\xa0\n\xa0\n\U0001f399\ufe0f Why become a Certified Divorce Financial Analyst?\n\U0001f399\ufe0f Let's talk tools\U0001f399\ufe0f Bringing forth transformation...\n\U0001f399\ufe0f What financial professionals should keep in mind delivering transformation to clients\n\nResources:\nAre you a current or aspiring financial professional?\xa0 Click here to join the Jumpstart community!\nListen to previous podcast episodes, clicking here.\nJoin our weekly newsletter, click here.\n\xa0\nDon't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.\nIf you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.\n\xa0\nAnd, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.\n\xa0\nPlease leave a review right now, click here.\n\xa0\nThanks again for listening, reading, and watching!