Scaling an Independent RIA Without Losing Your Culture with Randy Morris and Seamus O’Brien

This week, Jack Sharry talks with Summit Wealth Group Founder & CEO Randy Morris and Head of Advisor Success Seamus O’Brien. After leading the firm’s successful transition to independence, Randy and Seamus are now focused on building an advisor-first organization designed for long-term growth. Randy brings more than four decades of industry leadership, while Seamus draws on more than 25 years of experience helping advisory firms scale through advisor development, client experience, and strategic growth initiatives.

Randy and Seamus reflect on Summit’s first year as an independent RIA, discussing what it took to transition thousands of client accounts without losing a single team member. They explain why organic growth extends far beyond client acquisition, how a strong data foundation is essential for putting AI to work, and why building an intentional culture becomes even more important as firms scale. They also challenge common misconceptions about growth and share what comes next for Summit.

In this episode:

(00:00) - Intro

(02:30) - Recapping Summit Wealth Group's launch as an RIA

(04:00) - SEI's role in Summit's transition