Dennis Morton was recently invited to join The Alternative Mason podcast, where he shared his path into the financial profession and the beliefs that shape his work today. Dennis enjoys connecting with industry peers and contributing to conversations that move our profession forward, especially around leadership, communication, and the human side of financial decision-making.
“You can get the math right all day, but if you can’t connect with people, influence behavior, and help them move forward with intention, you’re missing the heart of this profession,” Dennis shared in the interview. “This work is about relationships, clarity, and having conversations that matter.”
During the episode, Dennis reflects on his background as an Army officer, the experiences that shaped his leadership approach, and how the firm’s core pillars guide the planning experience at Morton Brown Family Wealth.
Hosted by Brittany Mason, The Alternative Mason features conversations with voices across the financial services community.
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