HeyJaredSimply Why
Discover the power of purpose-driven financial advice. In this podcast, Dennis Morton and Katie Brown take a step back from their day-to-day advisor duties to discuss the meaningful decisions families make about money. Sometimes they agree...and sometimes they don't.
- Indexed episodes, last 90 days
- 1
- Latest publication
- Aug 31, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 31, 2026
Latest episodes
Measuring Up (opens the original)
Read excerpt
This episode of the Simply Why Podcast explores what it really means for a financial advisory firm to be healthy and growing. Dennis and Katie take listeners behind the numbers of the annual Schwab RIA Benchmarking Study and discuss why growth alone doesn’t tell the whole story. Using Morton Brown Family Wealth’s results as a starting point, they look at the relationship between growth, staffing, client capacity, profitability, and reinvestment. They also explain why measuring against similar fi
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.