Stacey McKinnon is the Chief Operating Officer at Morton Capital Management in California which manages $2bn in assets and has a team of 45 people. What’s surprising, though, is that 75% of those team members came to Morton with no prior experience in financial services.
In this episode, we’re discussing how Stacey has completely flipped hiring on its head, her extreme focus on client and employee experiences and her big, hairy, audacious goal that could not only transform financial services, but make the whole world a better place.
Whether you’re a solo shop or also have a team of 45, this episode will change your thinking about how to find and build your team and the positive impact that can have on the world.
Links, transcript and timestamps at https://innovatingadvice.com/post/episode70.)
Three Steps to Identify Opportunities for Innovation in Your Financial Advice/Planning Business)
![cover of episode A Unique Approach to Hiring and the Positive Impact That Can Have on the World with Stacey McKinnon [Ep70]](https://static.libsyn.com/p/assets/c/d/4/e/cd4eb3feab75ab2b/070_Stacey_McKinnon.jpg)
