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The common spot business owners always point to when asked about challenges is letting go and learning to delegate. It’s extremely difficult to turn responsibility over to someone who might not have the same level of knowledge or passion over the business, but it’s critical to growth and balance.
Today’s guest has learned that lesson and focusing every day on doing her best regardless of outcome. Kathy Longo is a Certified Financial Planner® practitioner, Chartered Advisor in Philanthropy®, and a Certified Divorce Financial Analyst with over twenty-five years of wealth management experience. She started Flourish Wealth Management eight years ago but her career goes back to college where she majored in financial planning at Purdue University.
Our conversation today will focus on her ability to build a successful business while having so much on her plate: children, home life, publishing, and podcasting.
Join us today as we discuss these things:
How she found the profession in college and followed that passion ever since. (2:02)
Doing her best and letting go of the outcomes is a key to balance. (4:56)
What has she gained the most from having mentors and other professionals. (6:30)
The challenges to growing and scaling teams and putting standards and processes in place to manage it all. (11:15)
Ways to stay centered and focus on our values. (17:48)
The advice she’d give other advisors struggling with balance. (20:49)
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Learn more about our guest:
Email: travis@travisparry.com
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