Join us on this special episode where we talked with Mary Becker, COO of MHF Wealth Partners, about building a people-first culture while redesigning firm structure for long-term growth. We break down how clear values, intentional hiring, and early communication make change feel safer for teams and simpler for clients.

Key topics discussed in this episode:

• Employee-first culture built through small, consistent actions

• Onboarding system that speeds trust and connection across the team

•Hiring process that gives the team real say on cultural fit

• Kindness as a stated firm value alongside integrity, excellence, accountability, and resourcefulness

• Reasons for restructuring: growth, client transitions, and a consistent client experience

Follow Elite Achievement for more conversations on leadership and high-level execution.

About Mary

Mary Becker joined the MHF team in 2020 as the Chief Operating Officer. In her role, Mary is responsible for driving strategic planning and execution, operational excellence and ensuring an impactful experience for both the team members and clients. Mary brings an extensive Northwestern Mutual background after spending over 15 years providing strategic leadership to home office operational teams in underwriting, in-force servicing, and claims. Mary has an MBA from Marquette University, a BS in Psychology from the University of Wisconsin-LaCrosse and holds her RICP licensing.

Mary and her husband Marc live on the East Side of Milwaukee, have two college age children who both attend the University of Oregon. While not at work, or visiting her kids, Mary can most often be found outdoors – either running, playing golf or attempting to walk her two Labrador retrievers.

Connect with Mary

LinkedIn

Website

About Kristin Burke

Kristin Burke works with financial advisors and leaders in financial services who are building and scaling firms. She helps them lead more effectively, develop their team, and execute consistently on the priorities that drive growth.

Work with Kristin

If you are building a firm and want a strategic partner to help you think through leadership, team development, and execution, you can learn more about working with Kristin here:

Website

Connect on LinkedIn

LinkedIn