After attending an industry conference, Dennis and Katie felt challenged to revisit the standard questions prospective clients ask when evaluating a financial advisor. In this episode, they discuss how to deepen those initial conversations to create a meaningful human connection. They also highlight some red flags to look for when speaking with an advisor who […]
Why do opposites attract? Join Dennis and Katie as they introduce their (professional) partnership and the stumbling blocks they overcame as two former colleagues turned business owners. They share tools and resources that help them embrace their differences, align their instincts, create a shared vision, and prioritize what makes the journey worthwhile. Listen in for […]
As financial advisors and business owners, hosts Dennis Morton and Katie Brown are focused on providing purpose-driven financial advice to couples and families. On this podcast, they take a step back from their day-to-day advisor duties to discuss the meaningful decisions families make about money. Sometimes they agree…and sometimes they don’t. But they both believe […]
Now, more than ever, differentiation is top-of-mind for businesses who are investing heavily in attracting and retaining employees. In this episode, I am joined by John Dodds, a brand and marketing strategist and founder of The Sharp End, LLC. Having worked with multinational companies on marketing and communication strategies, John is passionate about taking an […]
In today’s business climate, attracting and retaining employees is top-of-mind. Managers and business owners are realizing the importance of team dynamics, company culture, and being a servant leader. Today’s conversation is about awareness as a leader in both business, family, and life. In this discussion, I am joined by Ashley Russo, a journalist turned entrepreneur […]
After building companies and sparking innovation, many entrepreneurs start to think about how to better their communities through commitments of time, talent, and treasure. Whether serving on the board of a non-profit, or raising money for a cause close to their hearts, successful business owners bring a unique perspective to community leadership. In this this […]
The market for mergers and acquisitions is extremely active with abundant liquidity and strategic buyers poking around in many industries. Valuations for attractive companies are strong but not every business is ready for a successful sale or acquisition. In this episode, I am joined by Bob McCormack, Founder and Managing Partner of Murphy McCormack Capital Advisors. […]
In this episode I talk with my business partner Kathryn M. Brown, CFP, CHFC, Co-founder & Principal of Morton Brown Family Wealth about the mindset it takes to succeed in a role that requires steadiness, perspective, and, most of all, trust. Stress and anxiety tend to show up in our relationships with money and in […]
Exploring the arc of a leader can tell you a lot about how they choose to lead in their career and in life. In this episode, I am joined by Colin Keefe, a mergers and acquisitions attorney and Shareholder at Fitzpatrick Lentz & Bubba. Colin represents sellers in eight- and nine-figure strategic and private equity […]
In business, some of the most successful entrepreneurs and leaders maintain right and left-brained strengths. In this episode, I am joined by Zeke Zelker, a critically acclaimed and award-winning filmmaker. Both his background in economics and finance and his uniquely creative approach have lead to his success as a producer and entrepreneur. Zeke produced the […]
