​Donald Morgan is the LPL Branch Manager and an Accredited Investment Fiduciary at Independent Wealth Connections, a firm offering a comprehensive range of investment planning products and services, focusing on assisting individuals and business owners with their financial, investment, and retirement needs. With over four decades of experience in the financial services industry, he holds multiple professional registrations and licenses, including FINRA Series 7, 63, and 65 with LPL Financial. In 2023, Donald expanded his professional endeavors by founding iWealthTax LLC, reflecting his commitment to providing holistic financial services. His four-step consultative process ensures personalized solutions, from portfolio diversification to retirement planning and estate strategies.

Many entrepreneurs struggle to balance their business success with their personal financial well-being. The fast-paced world of business ownership often leaves little room for intentional financial planning, especially when the lines between business and family are deeply intertwined. How can business owners build a meaningful financial strategy that supports their company and their loved ones?

Donald Morgan, a veteran financial consultant with decades of experience, shares how aligning business goals with personal values creates more fulfilling and successful outcomes. He emphasizes the importance of working only with clients who are a strong fit — those who are financially literate, responsible, and care about others. He shares a practical filtering process for onboarding new clients and discusses how leaning into technology, including AI-driven tools, helps improve efficiency and client service. Donald’s approach includes automating administrative tasks, outsourcing non-essential work, and focusing on lifelong customer relationships.

In this episode of The Customer Wins, Richard Walker interviews Donald Morgan, Financial Consultant and Managing Director at Independent Wealth Connections and iWealthTax, about designing a client-focused financial practice. Donald explores how integrating business with personal financial planning creates deeper value, discusses adopting AI to enhance service, identifying ideal clients, and creating systems that sustain long-term relationships.