110 min listen
Ep 075: Walking Away From RIA Partnership To Scratch Your Own Entrepreneurial Itch with Kathy Longo
Ep 075: Walking Away From RIA Partnership To Scratch Your Own Entrepreneurial Itch with Kathy Longo
ratings:
Length:
101 minutes
Released:
Jun 5, 2018
Format:
Podcast episode
Description
Kathy Longo is the president and founder of Flourish Wealth Management, an advisory firm in the Minneapolis area that oversees nearly $130 million of AUM for 61 affluent clients. Surprisingly, Kathy chose to start this firm after successfully climbing the partnership track ladder to become one of the next generation successor owners of an independent RIA worth over $1 billion. In this episode, Kathy shares what led to her choosing to leave a successful firm to pursue her own entrepreneurial goals, as well as the challenges she faced in doing so. Listen in to hear how she has grown her business, why it’s so important to find study groups of peers and colleagues, and the crucial philosophy she says all small business owners should embrace. For show notes and more visit: https://www.kitces.com/75
Released:
Jun 5, 2018
Format:
Podcast episode
Titles in the series (100)
Ep 010: From Unpaid Intern to CEO and Successful Succession Planning with Eric Hehman: Today’s guest, Eric Hehman, helped organize the successful succession of his Texas-based firm, Austin Asset. by Financial Advisor Success