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  • 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
  • Fostering Transparency

    Fostering Transparency
    2024/06/25

    Have you ever been given a ton of disclosures and paperwork in the name of financial transparency, only to find yourself drowning in confusion and uncertainty? In the latest episode of Simply Why, hosts Dennis Morton and Katie Brown dive into the world of financial transparency and its impact on your financial well-being. The episode unpacks the challenges clients face in understanding financial information and navigating through potential conflicts of interest. Through their candid conversation, these seasoned financial advisors emphasize the importance of open communication, education, and trust-building in fostering transparency within advisor-client relationships.

    Transparency is a fundamental strength of any relationship. It builds trust and the more it's fostered in the beginning, it just sets up the whole relationship for success. - Dennis Morton

    Seeking transparency in your 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

    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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    17 分
  • Finding Happiness

    Finding Happiness
    2024/06/14

    40% of our happiness comes down to the choices we make. In this episode of Simply Why, Dennis Morton and Katie Brown engage in a meaningful conversation about the age-old debate of whether money can truly buy happiness. They provide a fresh perspective on the relationship between money and happiness, drawing insights from positive psychology and behavioral finance. The hosts explore the impact of personal growth, finding purpose in life, and the connection between retirement planning and happiness.

    Your experience with money can contribute to satisfaction, which leads to those other things, those four C's to get to that funded contentment, that idea of underwriting a meaningful life. - Katie Brown

    Looking to reimagine your financial happiness? 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/

    Reference Links:

    Collaboration with Shaping Wealth
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    19 分
  • Investing Habits

    Investing Habits
    2024/03/20

    What's the key to long-term investing success? Good habits. Dennis and Katie agree the key to success isn't just about the balance of stocks and bonds but your ability to stick with your investment strategy. The episode underscores the valuable impact of financial advisors in providing behavioral coaching, with a reference to the Vanguard Advisor Alpha study, as well as the challenges faced during market downturns.

    The portfolio that works best is the one that you can stick with. - Meb Faber

    Click here to listen on your favorite podcast app.

    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/

    Reference Links:

    Collaboration with Shaping Wealth

    Vanguard Advisor Alpha Study
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    19 分
  • Deferred Planning

    Deferred Planning
    2024/03/12

    According to Fidelity's annual Financial Resolutions Report, 70% of Americans claim they have a financial plan. Dennis and Katie disagree. According to these financial advisors, they don't have a problem with the number, but rather the definition of what Americans constitute as a "financial plan". They share how they help families who have deferred proper planning, emphasizing that it's not too late to salvage your financial future.

    The sooner you build that awareness, it is like a superpower toward confidence. The more awareness you have of your circumstances. - Dennis Morton

    Click here to listen on your favorite podcast app.

    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/

    Reference Links:

    Fidelity's 2024 Financial Resolutions Report
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    17 分
  • Overcoming Ego

    Overcoming Ego
    2024/02/24

    A stubborn ego can cloud one's judgment, leading to short-sighted investment decisions. This is significantly pronounced in recent market phenomena, like the cryptocurrency and NFT trends, where inflated egos led to the creation of economic bubbles that ultimately burst, causing in some cases, severe financial damage. Dennis and Katie share the importance of recognizing ego biases to make more rational and balanced financial and investing decisions.

    The ego wants to be a winner, wants to be on top, wants to be better, the best, and winning. But I think the better thing to focus on is your potential. - Dennis Morton

    Click here to listen on your favorite podcast app.

    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/

    Reference Links:

    Number Go Up: Inside Crypto's Wild Rise and Staggering Fall by Zeke Faux

    Sam Bankman-Fried Quoted on Sequoia Capital's site (since been scrubbed)
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    20 分