Dennis Morton

Dennis Morton, co-founder of Morton Brown Family Wealth, shares insights from building a firm that allows founders to take five-week sabbaticals while maintaining client service. He discusses the importance of deep team trust, operational redundancies, and strategic outsourcing. Morton emphasizes crafting a resilient infrastructure and the impact of socializing clients with the full advisory team. He also touches on the significance of authentic storytelling and a strong marketing strategy, all while aiming for ambitious growth and fostering a supportive firm culture.