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 may not be the best fit for your family.

Connect with Katie & Dennis:

• Katie - https://www.linkedin.com/in/kathryn-m-brown/
• Dennis - https://www.linkedin.com/in/dennis-morton-jr/
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Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/