Modern Financial Advisor

Episode 50 - Transitioning and Transforming a Wealth Management Firm


Listen Later

Max Winthrop, CEO of Winthrop Wealth Management joins Mike Langford to share how he and his brother worked with their father and uncle to transition the business to the next generation and then transform the firm into a modern financial advisory business.

...more
View all episodesView all episodes
Download on the App Store

Modern Financial AdvisorBy finservMarketing

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

13 ratings


More shows like Modern Financial Advisor

View all
Financial Advisor Success by Michael Kitces

Financial Advisor Success

717 Listeners