How to Design a "Day 1" Advisory Firm That Endures for Decades

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By Steve Sanduski, Steve S, uski interviews top achievers, and visionary voices at the interse. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

If I only knew then what I know now …

As advisors and business owners, we all think about this from time to time. But how often do you actually put what you’ve learned into action?

Right now, you’re probably sitting on a lesson or idea you could use to transform your business. In fact, you might have enough “A-ha!” moments stored up to do something really exciting, like starting your dream RIA from scratch.

My guests today did just that. Dennis Morton and Katie Brown are the co-founders of Morton Brown Family Wealth in Allentown, PA. They used lessons learned during their previous 10-year working relationship at another firm to grow Morton Brown from $0 to over $100 million in AUM in just 12 months.

In today's show, we discuss the specific ways they designed their firm from Day 1 to be an enduring business with no regrets and no more “if onlys.”

166 episodes