Sten Morgan

Owner of Legacy Investment Planning, a hybrid advisory firm based in Franklin, Tennessee, overseeing $220 million in assets under management.

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Mar 4, 2025 • 1h 30min

Ep 427: Finding The Director Of Operations That Can Rebuild Your Team To Get To The Next Level with Sten Morgan

Sten Morgan, owner of Legacy Investment Planning and a seasoned advisor overseeing $220 million in assets, shares his journey of transforming his firm's team dynamics. He reveals the challenges of rebuilding his original team and highlights the importance of cultural fit in hiring. Sten discusses his five-step hiring process, the need for operational efficiency before growth, and the benefits of interviewing multiple candidates. He emphasizes proactive talent acquisition and the value of strong leadership in navigating team changes for sustainable success.