Markets and Mindsets | Intentional Wealth Update

What does it really feel like to be a financial advisor during times of market turmoil?

In this candid conversation, Dennis Morton and Katie Brown of Morton Brown Family Wealth pull back the curtain on the emotional side of advising. They share how they personally navigate uncertainty, what client conversations reveal during volatile times, and how the weight of responsibility can both challenge and strengthen them.

💬 Hear how:

• Fear and anxiety show up for both advisors and clients
• Rapid market shifts trigger hypervigilance and a need for clarity
• Advisors manage their own mindset so they can better support others
• Simplicity in planning becomes an anchor during complexity

If you're feeling unsettled or unsure, know that you're not alone—and that leaning on your advisor isn't a burden; it's the purpose of the relationship.

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