RIA+

From Good to Great: Lessons in RIA Leadership with Morton's Jeff Sarti & Stacey McKinnon


Listen Later

The leaders of Morton Wealth Management have a different way of thinking about growth and success in the RIA industry. Building and maintaining a firm that empowers its employees and values growth starts at the top - and it requires a unique balance of learning and leading. In this episode of RIA+, Jeff Sarti, the CEO of Morton Wealth, and Stacey McKinnon, the COO and CMO of Morton Wealth, share their personal stories and journeys as leaders in the RIA industry. More specifically, they reflect on some of the most important shifts they have made in their personal leadership styles and how it has directly translated to Morton's impressive growth and vibrant culture. 

...more
View all episodesView all episodes
Download on the App Store

RIA+By Mark Bruno

  • 5
  • 5
  • 5
  • 5
  • 5

5

1 ratings


More shows like RIA+

View all
The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

223,737 Listeners

Masters in Business by Bloomberg

Masters in Business

2,182 Listeners

We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,371 Listeners

The Ben Shapiro Show by The Daily Wire

The Ben Shapiro Show

151,480 Listeners

Pardon My Take by Barstool Sports

Pardon My Take

81,701 Listeners

The Diamond Podcast for Financial Advisors by Mindy Diamond Financial Advisor Recruiter and Consultant

The Diamond Podcast for Financial Advisors

99 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

8,685 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

104 Listeners

RIA Edge by David Armstrong

RIA Edge

11 Listeners

Prof G Markets by Vox Media Podcast Network

Prof G Markets

855 Listeners