Simply Why

著者： Morton Brown Family Wealth
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  • Discover the power of purpose-driven financial advice. In this podcast, Dennis Morton and Katie Brown take a step back from their day-to-day advisor duties to discuss the meaningful decisions families make about money. Sometimes they agree...and sometimes they don't. But they both believe that it's not just about the dollars and cents. It's about discovering the "why" behind financial choices and living a life that is rich in more ways than one. Join Dennis and Katie as they explore the world of personal finance with a purpose and seek to inspire others to do the same. This podcast is produced by Morton Brown Family Wealth, an SEC-registered investment advisor. This podcast is designed for educational and informational purposes and is not intended as investment advice.
    Copyright 2024 Morton Brown Family Wealth
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あらすじ・解説

Discover the power of purpose-driven financial advice. In this podcast, Dennis Morton and Katie Brown take a step back from their day-to-day advisor duties to discuss the meaningful decisions families make about money. Sometimes they agree...and sometimes they don't. But they both believe that it's not just about the dollars and cents. It's about discovering the "why" behind financial choices and living a life that is rich in more ways than one. Join Dennis and Katie as they explore the world of personal finance with a purpose and seek to inspire others to do the same. This podcast is produced by Morton Brown Family Wealth, an SEC-registered investment advisor. This podcast is designed for educational and informational purposes and is not intended as investment advice.
Copyright 2024 Morton Brown Family Wealth
個人ファイナンス 経済学
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エピソード
  • Advising Leaders

    Advising Leaders
    2024/08/14

    Why do leaders make the best clients?

    In this episode of the Simply Why podcast, hosts Dennis Morton and Katie Brown dive into the significance of leadership in the realm of financial planning and advisory relationships. Their exploration stemmed from a realization of the consistent presence of leadership roles among their clients, extending beyond just demographics and income levels. The hosts emphasize the importance of traits such as strategic thinking, a growth mindset, and a willingness to lean on experts, all of which align with their approach to providing intentional advice.

    Leadership is never in a vacuum. I think that's a really great thing to leave with people to ponder over. - Dennis Morton

    As a leader in your own life, do you recognize a need for guidance in your finances? Schedule a free consultation today: https://calendly.com/d/5gf-ryf-vq5

    Listen on your favorite podcast app: https://simply-why.captivate.fm/listen

    Connect with Katie & Dennis:
    • Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/
    • Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/
    • Subscribe for more: https://www.mortonbrownfw.com/subscribe/
    • Give feedback: info@mortonbrownfw.com

    Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/
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    19 分
  • Surviving the Jungle

    Surviving the Jungle
    2024/07/19

    It's a real jungle out there.

    In this episode of Simply Why, Dennis Morton and Katie Brown reflect on Mark Hurley's whitepaper "Welcome to the Jungle: The Next Phase of the Evolution of the Wealth Management Industry". They share their take on these insights, emphasizing the need for strategic adaptation and a renewed focus on delivering high-quality, client-centered services amidst industry challenges as well as new opportunities including artificial intelligence.

    It's about being a good advisor and running a good business. And we've been saying it for six years, since day one. - Dennis Morton

    Looking for a new advisor relationship? Schedule a free consultation today: https://calendly.com/d/5gf-ryf-vq5

    Listen on your favorite podcast app: https://simply-why.captivate.fm/listen

    Mark Hurley's Whitepaper: https://static1.squarespace.com/static/63d44b39cc31ac17cb99b0ce/t/658202887f27f741d473681b/1703019144561/DPP-WelcometotheJungle_Dec18Reg.pdf

    Connect with Katie & Dennis:
    • Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/
    • Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/
    • Subscribe for more: https://www.mortonbrownfw.com/subscribe/
    • Give feedback: info@mortonbrownfw.com

    Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/
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    20 分
  • The Pitch

    The Pitch
    2024/07/03

    We've all been there. You meet a financial advisor out in the wild. You feel the wind-up, expecting the pitch to come at any moment. *CRINGE*

    In this episode of Simply Why, Dennis Morton and Katie Brown expose their own cringy pitch stories and why so many advisors struggle with the awkwardness of feeling like they're expected to sell all the time. Dennis and Katie share why they avoid "the pitch" in favor of showing up authentically to build meaningful relationships and how it has led to their growth and success.

    I don't think of it as sales as much as how can we drive value for one another? Is there an opportunity for us to bring value to this family? And is there something that I can learn from them and that I can grow in my profession through working with them, too? - Katie Brown

    Tired of the same old pitch? Schedule a free consultation today: https://calendly.com/d/5gf-ryf-vq5

    Listen on your favorite podcast app: https://simply-why.captivate.fm/listen

    Connect with Katie & Dennis:
    • Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/
    • Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/
    • Subscribe for more: https://www.mortonbrownfw.com/subscribe/
    • Give feedback: info@mortonbrownfw.com

    Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/
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    19 分

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