In this episode of The Founders’ Journey, Ryan Heckman sits down with Nancy Catarisano and Frank Longobardi of Insero Advisors to explore their remarkable journey from startup founders to industry leaders in the rapidly evolving accounting sector.
Nancy and Frank share insights on navigating what might be the fastest-changing professional services landscape today – balancing technological innovation with human-centered culture. They discuss the industry’s pressing challenges: workforce demographics, capital requirements for growth, and the surprising influx of private equity investment. Tune in as they reveal how their Rochester-based firm maintains small-company agility while executing with national-scale vision – proving that “unsexy” industries often drive the most exciting transformations.
