• The Pitch

  • 2024/07/03
  • 再生時間： 19 分
  • ポッドキャスト

The Pitch

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  • 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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あらすじ・解説

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/
個人ファイナンス 経済学
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