Matt Reiner sits down with Max Winthrop to discuss operations, efficiency, structure, technology and growth…
Lucas Winthrop Featured on The COO Roundtable
Interviews |
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
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Disclosures:
PFI Advisors, Matt Sonnen, Heather Fortner and Signature FD are not affiliated with LPL Financial.