Simply Why

Dennis shares a personal story of his daughter's recent inspiring coaching experience at the start of the soccer season. He laments the fact that once we leave school, many of us lose those valuable coaches in our lives. Katie and Dennis share how they go beyond the numbers to find coachable moments with their clients to build financial confidence and inspire purpose.

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/
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Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/

What happens when business partners disagree? Dennis and Katie share the disagreements they navigate as business owners and how they manage a safe space for conflict for their team. They also reveal how they coach clients through disagreements around finances by building their awareness and confidence. Stay tuned to the very end for a fun outtake after the credits!

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/
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Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/

Dennis and Katie are back to discuss the concept of "enough" in finances and in life. They offer some personal stories and client stories to help think about what "enough" means, the struggles you may face, and why comparison can be the enemy. Dennis and Katie emphasize that "enough" is not necessarily having the most, but rather discovering what is sufficient for your family and the life you want to live.

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/
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Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/

On the heels of Dennis’ 5-week family sabbatical, Katie and Dennis reveal the intentional planning that went into allowing a business owner to disconnect and step away. In a world that is numbers-driven, Katie and Dennis challenged themselves early on to define what quality of life meant to them and subsequently built that directly into their business plan. However, stepping away didn’t come naturally. Discover how they approached this significant event and the invaluable preparation that led to success and even growth in the absence of a team leader. Stay tuned until the end for some amusing anecdotes involving a family of six navigating their way through Europe.

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/
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Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/

As financial advisors, Dennis and Katie value their roles as collaborators with clients and as members of a client's professional team. They specifically examine estate planning and their perspective on representing the “human side” of what can seem like a technical, jargon-filled process. Additionally, Dennis and Katie cover some estate planning basics, common misconceptions, and the best approach to building a well-funded life that can be passed on to the next generation.

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/
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• Give feedback: [email protected]

Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/

How do you think about money and investing in your family? Katie and Dennis discuss the purpose of an investment philosophy and why it is valuable for couples and families. They share how an investment philosophy adds discipline, consistency, and focus to ensure both spouses understand their money picture. Katie and Dennis share how their own past experiences shaped their individual personal investment philosophies to help inspire listeners to do the same. And who doesn't love an Indiana Jones reference?

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

Complexity in your financial life can feel like a bad habit. You can tolerate it for a while, but ultimately it causes challenges, confusion, and disappointment. In the financial industry, complexity shows up in various ways. At times, it is used as a justification rather than a true purpose. Dennis and Katie share how they help clients find simplicity in their already complex financial lives. They cover how to tell if you have more complexity than you need and the mindset needed to embrace more simplicity.

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/
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• Give feedback: [email protected]

Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/

Not all financial advisory firms are created equal. The 401(k) has significantly increased the current number of pre-retirees who have amassed over $1M in investable assets. However, not every firm is designed to serve high-net-worth families. Katie and Dennis offer insight into how they intentionally built their firm to serve their ideal client. From hiring credentialed advisors down to the design of the physical office space, discover how Katie and Dennis accommodate their clients’ unique and changing needs to shape an advice model that will help them live their best life.

• Listen to Animal Spirits Podcast – https://podcasts.apple.com/us/podcast/animal-spirits-podcast/id1310192007

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/
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• Give feedback: [email protected]

Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/

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/
• Subscribe for more - https://www.mortonbrownfw.com/subscribe/
• Give feedback - [email protected]

Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/

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 compelling insights into how their partnership informs the work they do as financial advisors to couples and families.

• Listen Ron Howard & Brian Grazer interview – https://www.joincolossus.com/episodes/19204230/howard-box-office-business
• Read Ink Mag article – https://www.inc.com/bill-murphy-jr/9-key-things-successful-business-partners-always-do.html

Connect with us:

• Katie - https://www.linkedin.com/in/kathryn-m-brown/
• Dennis - https://www.linkedin.com/in/dennis-morton-jr/
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• Give feedback - [email protected]