Modern Financial Advisor
Episode 50 - Transitioning and Transforming a Wealth Management Firm
- 51:36
- December 18th 2020
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.
Modern Financial Advisor
The Modern Financial Advisor podcast, hosted by Mike Langford, explores innovative strategies and solutions for RIAs, independent financial advisors, and wealth management firms.