Matt was honored to partner with Stacey McKinnon, COO of Morton Capital, for this guest article on Kitces.com. Matt and Stacey reflect on the shift in workplace environment caused by the COVID-19 pandemic and how it can lead to long-term changes throughout our industry. They explore ways firms can be successful in this new business model by focusing on leadership and management styles, team-based accountability systems, and creating a cohesive culture. With input from several RIA leaders, Matt and Stacey outline how advisory firms will need to evolve to enhance their success.

Read the full article here.

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