55 min

How to Design a "Day 1" Advisory Firm That Endures for Decades Between Now and Success

    • Investing

Dennis Morton and Katie Brown are the co-founders of Morton Brown Family Wealth in Allentown, PA. They used lessons learned during their previous 10-year working relationship at another firm to grow Morton Brown from $0 to over $100 million in AUM in just 12 months.In today's show, we discuss the specific ways they designed their firm from Day 1 to be an enduring business with no regrets and no more “if onlys.”

Dennis Morton and Katie Brown are the co-founders of Morton Brown Family Wealth in Allentown, PA. They used lessons learned during their previous 10-year working relationship at another firm to grow Morton Brown from $0 to over $100 million in AUM in just 12 months.In today's show, we discuss the specific ways they designed their firm from Day 1 to be an enduring business with no regrets and no more “if onlys.”

55 min