))
Questions To Ask A Financial Advisor
Manage episode 367926826 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.
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 - info@mortonbrownfw.com
Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/
34 episodes
Share
