Kathryn Brown, Co-Founder and Senior Wealth Advisor, recently participated in the Pennsylvania RIA Summit, hosted by Portfolio Summits at The Notary Hotel in Philadelphia.
Katie joined a distinguished panel of industry peers for a discussion on “Integration of Technology and Practice Management for Advisor Success.”
The panel explored how technology can enhance firm operations and elevate both the advisor and client experience. Katie shared insights on how Morton Brown Family Wealth uses dashboards, workflows, and AI to improve efficiency and how the firm’s CRM serves as the anchor of its tech stack. She also discussed how to identify when it’s time to evaluate new tools in a rapidly evolving digital landscape.
The Pennsylvania RIA Summit gathered advisory firm leaders from across the region for a day of conversation on topics shaping the future of wealth management, from investment and planning strategies to technology, talent, and the evolving needs of clients.
Morton Brown Family Wealth is proud to see Katie representing the firm’s commitment to innovation, collaboration, and continuous improvement in how advisors and clients experience financial planning.
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