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Morgan Nichols
CEO of LifeBranch Wealth Partners, an independent broker-dealer practice; led significant firm growth from under $300M to over $600M AUM and focuses on hiring, systems, branding, and scalable advisor career paths.
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53 snips
Dec 2, 2025
• 1h 30min
Ep 466: Doubling AUM From Under $300M To Over $600M In 3.5 Years By Making Investments To Systematize For Scale with Morgan Nichols
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Morgan Nichols, CEO of LifeBranch Wealth Partners, shares her journey of doubling assets under management from $300M to over $600M in just 3.5 years. She discusses the bold investments in hiring and branding necessary for scaling, emphasizing the importance of preparing for growth ahead of time. Morgan reveals how clear career paths and a structured compensation model have helped attract and retain talent. She also reflects on the challenges faced during rapid expansion and the joy found in leading a successful, cohesive team.
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