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 - [email protected] Disclosures: https://www.mortonbrownfw.com/important-disclosures/

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