Kathryn Brown

Displaying 2 results
Learning how to instill confidence in clients
NEWS INDUSTRY NEWS NOV 18, 2019
Learning how to instill confidence in clients

Women are less likely to take action until they feel nearly 100% confident.

Why our firm hired a data geek instead of another financial adviser
YOUR PRACTICE FINTECH MAY 21, 2019
Why our firm hired a data geek instead of another financial adviser

Kathryn Brown says the position has made every other role at Morton Brown Family Wealth more productive and has transformed their platform from data storage into data action.