It's a real jungle out there.

In this episode of Simply Why, Dennis Morton and Katie Brown reflect on Mark Hurley's whitepaper "Welcome to the Jungle: The Next Phase of the Evolution of the Wealth Management Industry". They share their take on these insights, emphasizing the need for strategic adaptation and a renewed focus on delivering high-quality, client-centered services amidst industry challenges as well as new opportunities including artificial intelligence.

It's about being a good advisor and running a good business. And we've been saying it for six years, since day one. - Dennis Morton

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Listen on your favorite podcast app: https://simply-why.captivate.fm/listen

Mark Hurley's Whitepaper: https://static1.squarespace.com/static/63d44b39cc31ac17cb99b0ce/t/658202887f27f741d473681b/1703019144561/DPP-WelcometotheJungle_Dec18Reg.pdf

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/
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• Give feedback: info@mortonbrownfw.com

Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/