Growth by Challenging the Status Quo with Stacey McKinnon

Season 2 | Episode 7

Facing post-pandemic culture challenges, Stacey McKinnon, COO and CMO of Morton Wealth, decided they had to find a "new way." Dedicated to creating fulfillment, driving firm growth and creating an unmatchable client experience, they decided to do just that. It's highly unconventional and it's working.

Embracing the principles of "Brave New Work" her strategy cultivated a vibrant culture of active contributors rather than executors, sparking a remarkable growth. When we learned about her incredible achievements, inviting her to our podcast was a no-brainer. If you're looking to elevate your firm's management style, this episode is for YOU.

Candice Carlton

Hi, I'm Candice, the Head of Advisor Growth Marketing at FiComm Partners. Prior to FiComm, I worked for and with some of the fastest growing and most innovative firms in the US including Mercer Advisors, United Capital acquired by Goldman Sachs and XY Planning Network. I love my job and find it extremely fulfilling to coach and consult with advisors across the country on how to rock video and podcasting to create a digital-first marketing strategy to connect and GROW. I'm passionate about yoga, poetry, fashion, and great coffee. At FiComm- we are “New Skool by Nature”, which means the only right answer is the one that feels right to you. There is so much freedom and power in that.

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