52 min
From Good to Great: Lessons in RIA Leadership with Morton's Jeff Sarti & Stacey McKinnon RIA+
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- Management
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 reflec...
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 reflec...
52 min