Kathryn Brown

Kathryn Brown, co-founder of Morton Brown Family Wealth, shares her inspiring journey from facing breast cancer to launching a thriving advisory firm. She emphasizes the importance of hiring a data expert early to streamline decision-making and drive business development. Kathryn discusses creating playbooks for efficient workflows and client engagement. She also explores the need for intentional culture and processes, revealing how personal challenges shaped her conviction in financial planning. Her journey offers valuable insights for aspiring advisors.