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Stuck in financial paralysis?Dennis and Katie are back! Kicking off 2025, they’re diving into the mindset shifts that can make all the difference in your...
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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...
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Watching your favorite team hit a slump is like seeing your portfolio take a hit in the stock market after a great run. The disappointment...
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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...
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Does it sound familiar to have a financial plan in place, only to feel like you’re not making any progress toward your long-term goals? You’ve...
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If you’re feeling frustrated with the constantly changing predictions about interest rates and the economy, and all the uncertainty around your investment strategies, then you...
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Videos (view all)

Markets and Mindsets | Intentional Wealth Update

• • What does it really feel like to be a financial advisor during times of market turmoil?

In this candid conversation, Dennis Morton and Katie Brown of Morton Brown Family …Wealth pull back the curtain on the emotional side of advising. They share how they personally navigate uncertainty, what client conversations reveal during volatile times, and how the weight of responsibility can both challenge and strengthen them.

💬 Hear how:

• Fear and anxiety show up for both advisors and clients
• Rapid market shifts trigger hypervigilance and a need for clarity
• Advisors manage their own mindset so they can better support others
• Simplicity in planning becomes an anchor during complexity

If you’re feeling unsettled or unsure, know that you’re not alone—and that leaning on your advisor isn’t a burden; it’s the purpose of the relationship.

📩 Subscribe Now:
YouTube – https://www.youtube.com/c/mortonbrownfamilywealth?sub_confirmation=1
Email – https://www.mortonbrownfw.com/subscribe/

🤝 Connect with us:
Dennis Morton on LinkedIn – https://www.linkedin.com/in/dennis-morton-jr/
Kathryn Brown on LinkedIn – https://www.linkedin.com/in/kathryn-m-brown/

👀 Follow us:
LinkedIn – https://www.linkedin.com/company/morton-brown-family-wealth
Facebook – https://www.facebook.com/mortonbrownfw/
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Twitter – https://twitter.com/MortonBrownFW

⚠ Important Disclosures – https://www.mortonbrownfw.com/important-disclosures/[+] Show More
Markets and Mindsets | Intentional Wealth Update
Markets and Mindsets | Intentional Wealth Update
• • What does it really feel like to be a financial advisor during …
Expectations and Volatility | Intentional Wealth Update
Expectations and Volatility | Intentional Wealth Update
In this video, Dennis and Katie sit down to unpack how expectations …
Finding Certainty in an Uncertain World | Intentional Wealth Update
Finding Certainty in an Uncertain World | Intentional Wealth Update
Uncertainty is a given in life—so why do we expect certainty when it …
2024 Thanksgiving Message
2024 Thanksgiving Message
This Thanksgiving, we pause to say thank you to our incredible clients …
2024 Appreciation Event
2024 Appreciation Event
Dennis Morton and Katie Brown share a special message with our clients …
Success in Retirement - Intentional Wealth Update
Success in Retirement – Intentional Wealth Update
Katie and Dennis explore the “softer” side of retirement. It’s the …