Does a financial advisor’s experience matter more than their perspective? Or is the real strength found in combining both?

In this thoughtful conversation, host Chris Galeski and Executive Vice President Eric Selter explore the value different generations of advisors bring to client relationships and why age alone doesn’t define wisdom. While life experience offers perspective that can only be earned over time, younger advisors contribute deep technical knowledge, fresh thinking, and tech fluency. Together, they share that Morton’s true strength lies in its team-based approach.

Tune in if you’re interested in…

• Why a multi-generational advisory team can strengthen client outcomes
• The importance of mentorship and collaboration behind the scenes
• Whether AI can truly replace human financial advice