At Morton Brown Family Wealth, we believe that education fosters confidence. By providing financial insight in a language our clients understand, we partner with families achieve their financial goals. Our advisors also collaborate with other professionals to provide engaging and informative content.
Markets and Mindsets | Intentional Wealth Update
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.
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Markets and Mindsets | Intentional Wealth Update
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