Episode 50 - Transitioning and Transforming a Wealth Management Firm

from Modern Financial Advisor · host Truelytics

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.

Episode metadata supplied by the publisher feed · Published Dec 18, 2020

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Episode 50 - Transitioning and Transforming a Wealth Management Firm

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