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Growth Matters

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Manage episode 380992914 series 3486023
Content provided by Morton Brown Family Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morton Brown Family Wealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Why does growth matter? Feeling energized on the heels of Future Proof, Dennis and Katie share their view of what it means to be a growing advisory firm and why that should matter to clients. They offer how they see their own firm's growth leading to better service, better offerings, and more attention for their clients. Katie and Dennis highlight the importance of communicating the benefits of growth with clients as well as the rest of the financial community.

More about Future Proof: https://futureproof.advisorcircle.com/

Connect with Katie & Dennis:


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

  continue reading

34 episodes

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Growth Matters

Simply Why

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Manage episode 380992914 series 3486023
Content provided by Morton Brown Family Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morton Brown Family Wealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Why does growth matter? Feeling energized on the heels of Future Proof, Dennis and Katie share their view of what it means to be a growing advisory firm and why that should matter to clients. They offer how they see their own firm's growth leading to better service, better offerings, and more attention for their clients. Katie and Dennis highlight the importance of communicating the benefits of growth with clients as well as the rest of the financial community.

More about Future Proof: https://futureproof.advisorcircle.com/

Connect with Katie & Dennis:


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

  continue reading

34 episodes

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