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Morton Brown Family Wealth Embraces “Human First” Financial Planning with Shaping Wealth Partnership

Morton Brown Family Wealth announces a groundbreaking partnership with Shaping Wealth. Led by internationally acclaimed author and behavioral finance expert Dr. Brian Portnoy, Shaping Wealth is the world’s premier learning and development platform for the financial services industry. This collaboration positions Morton Brown to embark on this journey with Shaping Wealth towards providing “human first” […]