Matt Reiner sits down with Max Winthrop to discuss operations, efficiency, structure, technology and growth…
Lucas Winthrop Featured on The COO RoundtableInterviews |
Matt Sonnen sits down with Lucas Winthrop to discuss the steps he takes to put time back into the hands of Winthrop Wealth’s advisors and much more, including:
- The history and background of Winthrop Wealth
- How Lucas came into his current COO role
- The balancing act required between 1st generation and next-gen employees, and the need for appreciation and communication on both sides
LISTEN TO FULL PODCAST HERE
PFI Advisors, Matt Sonnen, Heather Fortner and Signature FD are not affiliated with LPL Financial.