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 of leadership in the realm of financial planning and advisory relationships. Their exploration stemmed from a realization of the consistent presence of leadership roles among their clients, extending beyond just […]
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 Jungle: The Next Phase of the Evolution of the Wealth Management Industry”. They share their take on these insights, emphasizing the need for strategic adaptation and a renewed focus on […]
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 […]
Have you ever been given a ton of disclosures and paperwork in the name of financial transparency, only to find yourself drowning in confusion and uncertainty? In the latest episode of Simply Why, hosts Dennis Morton and Katie Brown dive into the world of financial transparency and its impact on your financial well-being. The episode […]
40% of our happiness comes down to the choices we make. In this episode of Simply Why, Dennis Morton and Katie Brown engage in a meaningful conversation about the age-old debate of whether money can truly buy happiness. They provide a fresh perspective on the relationship between money and happiness, drawing insights from positive psychology […]
What’s the key to long-term investing success? Good habits. Dennis and Katie agree the key to success isn’t just about the balance of stocks and bonds but your ability to stick with your investment strategy. The episode underscores the valuable impact of financial advisors in providing behavioral coaching, with a reference to the Vanguard Advisor […]
According to Fidelity’s annual Financial Resolutions Report, 70% of Americans claim they have a financial plan. Dennis and Katie disagree. According to these financial advisors, they don’t have a problem with the number, but rather the definition of what Americans constitute as a “financial plan”. They share how they help families who have deferred proper […]
A stubborn ego can cloud one’s judgment, leading to short-sighted investment decisions. This is significantly pronounced in recent market phenomena, like the cryptocurrency and NFT trends, where inflated egos led to the creation of economic bubbles that ultimately burst, causing in some cases, severe financial damage. Dennis and Katie share the importance of recognizing ego […]
Dive into this captivating conversation where Dennis and Katie reveal the simple three-word strategy that has helped drive their business growth for the past five years. Learn how you can use this simple exercise to integrate your core values into daily decision-making for a purpose-driven and meaningful life. Essentially boiling down to three words that […]
The last few years for investors have been historic and exhausting. Katie and Dennis take a look back at how fast-paced the financial markets changed and the challenges faced by investors. With different things working at different times, it can be easy to lose sight of a plan or strategy. Dennis and Katie share what […]
