Building an Intentional Legacy Through Relationships with Morgan Nichols

What if the most important decision you ever made was trusting someone who saw your potential before you fully saw it yourself?

In this episode, Morgan Nichols, CEO of Life Branch Wealth Partners and financial advisor, shares her journey from a 25-year-old in corporate finance loading up a U-Haul and driving cross-country to lead a financial advisory practice in Texas. As the first born of two financial advisors, Morgan was "destined" for this work, but it was her father-in-law Gary's belief in her potential that gave her the springboard to build a multi-state practice with offices in three states and serve four generations of the same family.

From working in a male-dominated sales environment where she was the youngest person on the desk to becoming CEO and co-authoring "Intentional Legacy" with partner Kelly Base, Morgan's story reveals the power of relationships that see who you can become. Through fertility challenges overcome with the help of two incredible doctors, she now wakes up every morning with her three-year-old daughter as her "why," a constant reminder that we get one shot at this life, so we might as well make it as intentional and impactful as possible.

Morgan shares why achievement without purpose left her asking "why do we work so hard?", how opposite strengths with the right partner create relationship gold, and why showing up with gratitude and goodness puts us on the right foot to make million-dollar impacts we might never even see coming.

 

[00:05:20] What Morgan Does: Financial Advisor with a Different Approach

• Financial advisor and CEO of Life Branch Wealth Partners

• Careful to define "financial advisor" - not just transactional relationships

• Works with clients covering all areas of financial lives

• Serves individuals, families with larger portfolios, and small business owners

• Helps clients navigate financial peace of mind

[00:06:32] Leading a Multi-State Practice: Growth-Minded Excellence

• CEO of practice with offices in three states:

• Grapevine, Texas (Dallas-Fort Worth area)

• Harrisonburg, Virginia

• Chicagoland area, Illinois

• Loves learning about industry changes and simplifying for clients

• Leads a team, trains younger advisors

• Works with well-seasoned advisors, sharing perspectives

• Building a team focused on making a difference in the lives of others

[00:07:45] Destined for This Work: The Apple Didn't Fall Far

• First born of two financial advisors

• After college, took a job in Boston in