Kyra Morris's guest appearances

Kyra Morris

Financial Advisor Success

New Planner Podcast

OwlTail

Kyra Morris is the founder of Morris Financial Concepts, one of the oldest independent fee-only RIAs in the country. Based out of Charleston, South Carolina, Morris Financial oversees $350 million of assets under management for 250 clients—a size that Kyra has taken care to scale to by focusing on finding and retaining top talent, as well as letting go of hires who don’t meet the firm’s high standards. Listen in as Kyra shares how she balances her firm’s growth trajectory carefully by growing fast enough to allow for her team to have new opportunities, but not so quickly that she can’t find and hire the necessary talent. We also discuss how she retains top talent once she finds them, how she manages stress and finds work-life balance as a busy entrepreneur, and why she gives back to her community by creating mixed-use development that enables minority-run local businesses to flourish. For show notes and more visit: https://www.kitces.com/270

Kyra Morris is the founder of Morris Financial Concepts, one of the oldest independent fee-only RIAs in the country. Based out of Charleston, South Carolina, Morris Financial oversees $350 million of assets under management for 250 clients—a size that Kyra has taken care to scale to by focusing on finding and retaining top talent, as well as letting go of hires who don’t meet the firm’s high standards. Listen in as Kyra shares how she balances her firm’s growth trajectory carefully by growing fast enough to allow for her team to have new opportunities, but not so quickly that she can’t find and hire the necessary talent. We also discuss how she retains top talent once she finds them, how she manages stress and finds work-life balance as a busy entrepreneur, and why she gives back to her community by creating mixed-use development that enables minority-run local businesses to flourish. For show notes and more visit: <a href="https://www.kitces.com/270" rel="nofollow" target="_blank">https://www.kitces.com/270</a>

Ep 270: Managing Growth By Building A Team Of 'A' Players with Kyra Morris

Today Kyra Morris and Tiffany Ritchie of Morris Financial Concepts join the show. Kyra and Tiffany work with the rest of their team to serve 250 clients with over $280 million in AUM, and in this episode, they share how having families while running a successful firm has worked for them, as well as the challenges they have faced along the way. Listen in as they explain how they were connected and why Tiffany ultimately chose Kyra’s offer of employment. You will learn the importance of the firm's values and culture and how Kyra mentored Tiffany, allowing her to gain confidence with clients. If you’re an aspiring female financial planner that might be hesitant to enter a currently male-dominated profession, this is the episode for you! You can find show notes and more information by clicking here: https://bit.ly/36rn2JY 

Today Kyra Morris and Tiffany Ritchie of Morris Financial Concepts join the show. Kyra and Tiffany work with the rest of their team to serve 250 clients with over $280 million in AUM, and in this episode, they share how having families while running a successful firm has worked for them, as well as the challenges they have faced along the way. Listen in as they explain how they were connected and why Tiffany ultimately chose Kyra’s offer of employment. You will learn the importance of the firm's values and culture and how Kyra mentored Tiffany, allowing her to gain confidence with clients. If you’re an aspiring female financial planner that might be hesitant to enter a currently male-dominated profession, this is the episode for you! You can find show notes and more information by clicking here: <a href="https://bit.ly/36rn2JY" rel="nofollow" target="_blank">https://bit.ly/36rn2JY</a>