PODCAST: Always On with Duncan MacPherson - Episode 49

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.

They discuss:

• 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