The feeling of control when it comes to money can be triggering. Dennis and Katie share the varying ways control shows up in client conversations. Our perceived level of control can have lasting impacts on our emotions, tolerance levels, and how we see the world. Katie and Dennis also discuss how a perceived lack of control over finances can create a barrier for some individuals to work with a financial advisor.
Connect with Katie & Dennis:
- Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/
- Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/
- Subscribe for more: https://www.mortonbrownfw.com/subscribe/
- Give feedback: [email protected]
Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/