As financial advisors, Dennis and Katie value their roles as collaborators with clients and as members of a client’s professional team. They specifically examine estate planning and their perspective on representing the “human side” of what can seem like a technical, jargon-filled process. Additionally, Dennis and Katie cover some estate planning basics, common misconceptions, and […]
How do you think about money and investing in your family? Katie and Dennis discuss the purpose of an investment philosophy and why it is valuable for couples and families. They share how an investment philosophy adds discipline, consistency, and focus to ensure both spouses understand their money picture. Katie and Dennis share how their […]
Complexity in your financial life can feel like a bad habit. You can tolerate it for a while, but ultimately it causes challenges, confusion, and disappointment. In the financial industry, complexity shows up in various ways. At times, it is used as a justification rather than a true purpose. Dennis and Katie share how they […]
Not all financial advisory firms are created equal. The 401(k) has significantly increased the current number of pre-retirees who have amassed over $1M in investable assets. However, not every firm is designed to serve high-net-worth families. Katie and Dennis offer insight into how they intentionally built their firm to serve their ideal client. From hiring […]
After attending an industry conference, Dennis and Katie felt challenged to revisit the standard questions prospective clients ask when evaluating a financial advisor. In this episode, they discuss how to deepen those initial conversations to create a meaningful human connection. They also highlight some red flags to look for when speaking with an advisor who […]
Why do opposites attract? Join Dennis and Katie as they introduce their (professional) partnership and the stumbling blocks they overcame as two former colleagues turned business owners. They share tools and resources that help them embrace their differences, align their instincts, create a shared vision, and prioritize what makes the journey worthwhile. Listen in for […]
As financial advisors and business owners, hosts Dennis Morton and Katie Brown are focused on providing purpose-driven financial advice to couples and families. On this podcast, they 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 […]