Episode 50 - Transitioning and Transforming a Wealth Management Firm
Modern Financial Advisor · Truelytics
December 18, 202051m 36s
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Show Notes
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.