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The Pitch

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Manage episode 427143099 series 3486023
Contenu fourni par Morton Brown Family Wealth. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Morton Brown Family Wealth ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

We've all been there. You meet a financial advisor out in the wild. You feel the wind-up, expecting the pitch to come at any moment. *CRINGE*

In this episode of Simply Why, Dennis Morton and Katie Brown expose their own cringy pitch stories and why so many advisors struggle with the awkwardness of feeling like they're expected to sell all the time. Dennis and Katie share why they avoid "the pitch" in favor of showing up authentically to build meaningful relationships and how it has led to their growth and success.

I don't think of it as sales as much as how can we drive value for one another? Is there an opportunity for us to bring value to this family? And is there something that I can learn from them and that I can grow in my profession through working with them, too? - Katie Brown

Tired of the same old pitch? Schedule a free consultation today: https://calendly.com/d/5gf-ryf-vq5

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

Connect with Katie & Dennis:


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

  continue reading

34 episodes

Artwork

The Pitch

Simply Why

published

iconPartager
 
Manage episode 427143099 series 3486023
Contenu fourni par Morton Brown Family Wealth. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Morton Brown Family Wealth ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

We've all been there. You meet a financial advisor out in the wild. You feel the wind-up, expecting the pitch to come at any moment. *CRINGE*

In this episode of Simply Why, Dennis Morton and Katie Brown expose their own cringy pitch stories and why so many advisors struggle with the awkwardness of feeling like they're expected to sell all the time. Dennis and Katie share why they avoid "the pitch" in favor of showing up authentically to build meaningful relationships and how it has led to their growth and success.

I don't think of it as sales as much as how can we drive value for one another? Is there an opportunity for us to bring value to this family? And is there something that I can learn from them and that I can grow in my profession through working with them, too? - Katie Brown

Tired of the same old pitch? Schedule a free consultation today: https://calendly.com/d/5gf-ryf-vq5

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

Connect with Katie & Dennis:


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

  continue reading

34 episodes

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