Artwork

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.
Player FM - Podcast App
Go offline with the Player FM app!

The Pitch

19:17
 
Share
 

Manage episode 427143099 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.

We've all been there. You meet a financial advisor out in the wild. You feel the wind-up, expecting the pitch to come at any moment. *CRINGE*

In this episode of Simply Why, Dennis Morton and Katie Brown expose their own cringy pitch stories and why so many advisors struggle with the awkwardness of feeling like they're expected to sell all the time. Dennis and Katie share why they avoid "the pitch" in favor of showing up authentically to build meaningful relationships and how it has led to their growth and success.

I don't think of it as sales as much as how can we drive value for one another? Is there an opportunity for us to bring value to this family? And is there something that I can learn from them and that I can grow in my profession through working with them, too? - Katie Brown

Tired of the same old pitch? Schedule a free consultation today: https://calendly.com/d/5gf-ryf-vq5

Listen on your favorite podcast app: https://simply-why.captivate.fm/listen

Connect with Katie & Dennis:


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

  continue reading

33 episodes

Artwork

The Pitch

Simply Why

published

iconShare
 
Manage episode 427143099 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.

We've all been there. You meet a financial advisor out in the wild. You feel the wind-up, expecting the pitch to come at any moment. *CRINGE*

In this episode of Simply Why, Dennis Morton and Katie Brown expose their own cringy pitch stories and why so many advisors struggle with the awkwardness of feeling like they're expected to sell all the time. Dennis and Katie share why they avoid "the pitch" in favor of showing up authentically to build meaningful relationships and how it has led to their growth and success.

I don't think of it as sales as much as how can we drive value for one another? Is there an opportunity for us to bring value to this family? And is there something that I can learn from them and that I can grow in my profession through working with them, too? - Katie Brown

Tired of the same old pitch? Schedule a free consultation today: https://calendly.com/d/5gf-ryf-vq5

Listen on your favorite podcast app: https://simply-why.captivate.fm/listen

Connect with Katie & Dennis:


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

  continue reading

33 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide