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Advising Leaders
Manage episode 434302388 series 3486023
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Why do leaders make the best clients?
In this episode of the Simply Why podcast, hosts Dennis Morton and Katie Brown dive into the significance of leadership in the realm of financial planning and advisory relationships. Their exploration stemmed from a realization of the consistent presence of leadership roles among their clients, extending beyond just demographics and income levels. The hosts emphasize the importance of traits such as strategic thinking, a growth mindset, and a willingness to lean on experts, all of which align with their approach to providing intentional advice.
Leadership is never in a vacuum. I think that's a really great thing to leave with people to ponder over. - Dennis Morton
As a leader in your own life, do you recognize a need for guidance in your finances? 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:
- Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/
- Connect with 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/
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