Embracing the C-Suite with Max and Lucas Winthrop
For years, financial advisors saw themselves as brokers, being mostly transactional and product-driven.
Today, advisors wear many hats. It’s no longer just a book of business, but an actual business!
In this episode, Duncan MacPherson joins Max Winthrop, CEO, and Lucas Winthrop, COO, of Winthrop Wealth and long-time clients of Pareto Systems. They emphasize the importance of embracing a C-suite approach to streamline core business functions and deliver a consistent and elevated client experience.
- How to build effective functional teams with high functional accountability
- How key C-suite positions can be refined and optimized for an advisory practice
- The need for a philosophical alignment across the firm, which spills over to clients and strategic partners
- Strategies for creating a process-driven and well-integrated business structure
- And more
Stream the new episode of Always On by clicking here: paretosys.co/AODM_ep49