Leading a modern business isn't easy, especially since the landscape around work and fulfillment has changed so much this past decade. How can business executives navigate these complexities, ensure their team feels fulfilled, take care of clients, and grow their company?
In this episode, Morton Wealth CEO Jeff Sarti and COO & CMO Stacey McKinnon reflect on the evolution of our firm, sharing the wins and lessons that shaped our journey, including how we’ve reimagined leadership, embraced innovation, and stayed focused on what matters most: our people and clients.
Here are some key takeaways:
- The firm grew from 18 to nearly 60 team members over the last decade, shifting from reactive operations to intentional growth and structure.
- Lon Morton founded our firm on the principle of innovation and client-first thinking, rejecting the traditional Wall Street model in favor of truly customized solutions.
- Stacey and Jeff emphasize company growth isn’t for growth’s sake, but to create opportunities for clients and team members, including equity ownership and career advancement.
- Instead of top-down command culture, Morton fosters collaborative, emotionally intelligent, feedback-driven leadership that supports individual growth and team cohesion.
- Jeff and Stacey also commit to innovation in both marketing and work culture — investing in advisors’ online presence and embracing flexibility in hybrid work.
- We are constantly advancing our services to meet our clients’ needs and democratize access to quality investments and financial advice.
