12 episodes

A common term in the financial industry, “aggressive balance” is used to describe the optimal investment portfolio. Dennis Morton, a Certified Financial Planner™, entrepreneur, and former U.S. Army captain believes the same can be said for life and leadership. In his role as founder of Morton Brown Family Wealth, Dennis sees the transformative impact on financial lives when people become confident leaders. In this podcast, Dennis calls on his network of mentors and influential leaders to share how they cultivate the confidence to attain aggressive balance in both their professional and personal lives.

Aggressive Balance with Dennis Morton Morton Brown Family Wealth

    • Business

A common term in the financial industry, “aggressive balance” is used to describe the optimal investment portfolio. Dennis Morton, a Certified Financial Planner™, entrepreneur, and former U.S. Army captain believes the same can be said for life and leadership. In his role as founder of Morton Brown Family Wealth, Dennis sees the transformative impact on financial lives when people become confident leaders. In this podcast, Dennis calls on his network of mentors and influential leaders to share how they cultivate the confidence to attain aggressive balance in both their professional and personal lives.

    Creating an Authentic Brand Story - EP12

    Creating an Authentic Brand Story - EP12

    Now, more than ever, differentiation is top-of-mind for businesses who are investing heavily in attracting and retaining employees. In this episode, I am joined by John Dodds, a brand and marketing strategist and founder of The Sharp End, LLC. Having worked with multinational companies on marketing and communication strategies, John is passionate about taking an authentic approach to building and communicating your brand story. In our discussion, John shares why he dubs this point in time "The Great Realization" and how companies can use their unique story to attract and retain employees.

    • 50 min
    Growing a Passionate and Loyal Team - EP11

    Growing a Passionate and Loyal Team - EP11

    In today's business climate, attracting and retaining employees is top-of-mind. Managers and business owners are realizing the importance of team dynamics, company culture, and being a servant leader. Today's conversation is about awareness as a leader in both business, family, and life. In this discussion, I am joined by Ashley Russo, a journalist turned entrepreneur and third-generation business leader. Ashley embodies what it means to create a balance for yourself personally and professionally. In our discussion, she shares the tools and approach she uses to understand the life cycle of your business and cultivate a passionate and loyal team.

    • 43 min
    Turning Passion Into Service – EP10

    Turning Passion Into Service – EP10

    After building companies and sparking innovation, many entrepreneurs start to think about how to better their communities through commitments of time, talent, and treasure. Whether serving on the board of a non-profit, or raising money for a cause close to their hearts, successful business owners bring a unique perspective to community leadership. In this this discussion, I am joined by Susan Yee, the CEO of Active Data and a renowned community leader. In our conversation, we explore a fascinating phase of an entrepreneur’s journey where the ideas, skills, and innovation that drove business success are then turned outward for the benefit of the community.

    • 45 min
    Preparing to Buy or Sell A Business - EP09

    Preparing to Buy or Sell A Business - EP09

    The market for mergers and acquisitions is extremely active with abundant liquidity and strategic buyers in many industries. Valuations for attractive companies are strong but not every business is ready for a successful sale or acquisition. In this episode, I am joined by Bob McCormack, Founder and Managing Partner of Murphy McCormack Capital Advisors. During our discussion, we explore business transactions from a financial perspective: That of the buyer, the seller, and the entrepreneur.

    • 37 min
    Entrepreneurship in Family Wealth - EP08

    Entrepreneurship in Family Wealth - EP08

    In this episode I talk with my business partner Kathryn M. Brown, CFP, CHFC, Co-founder and Principal of Morton Brown Family Wealth about the mindset it takes to succeed in a role that requires steadiness, perspective, and, most of all, trust. Stress and anxiety tend to show up in our relationships with money and in our health. We'll talk about how a professional stays focused for the benefit of the people she serves.

    • 39 min
    Managing Risk with Military Precision EP07

    Managing Risk with Military Precision EP07

    Exploring the arc of a leader can tell you a lot about how they choose to lead in their career and in life. In this episode, I am joined by Colin Keefe, a mergers and acquisitions attorney and Shareholder at Fitzpatrick Lentz and Bubba. Colin represents sellers in eight- and nine-figure strategic and private equity transactions with national and international buyers. Together, we explore our military backgrounds that surprisingly intersected and how Colin's experience in the Marines gives him a unique perspective in high-risk negotiations and business transactions.

    • 39 min

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