In this episode of the Simply Why Podcast, Dennis and Katie discuss the growing “warning signs” they are seeing across the financial and professional services industries. From private equity acquisitions and succession planning challenges to artificial intelligence and staffing shortages, they explore how rapid change can quietly impact the client experience. They share real stories […]
Each year, Dennis and Katie choose three words to guide their leadership, their team, and the experience they create for the families they serve. In this episode of Simply Why, they reflect on 2025’s words (bold, oxygen, and evolve) and share how those themes showed up in real ways, from team growth to technology upgrades […]
When everything seems to be at an all-time high, including stocks, housing, gold, and even money market balances, it can feel like the “good old days.” But what do you do when things are this good? In this episode, Dennis Morton and Katie Brown explore how optimism and pessimism shape investor behavior, what it means […]
When new families bring in their investment statements, Dennis Morton and Katie Brown often see the same thing: complexity that doesn’t serve the client. In this episode, they pull back the curtain on why portfolios so often include dozens of overlapping funds, how fees can feel stuck in 2006, and why simplicity paired with planning […]
Caught between your business and your future? If you’re a business owner who’s poured everything into building your company—your time, energy, and even your personal finances—you’re not alone. But when personal and business finances are too closely tied, the risks grow. What happens if you wait too long to plan for life beyond your business? […]
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 financial life. In this episode of Simply Why, Dennis Morton and Katie Brown explore the challenges of financial decision-making, especially when feelings of uncertainty or analysis paralysis take over. […]
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 […]