Matt Sonnen sits down with Lucas Winthrop to discuss the steps he takes to put time back into the hands of Winthrop Wealth’s advisors and much more, including:
The history and background of Winthrop Wealth
How Lucas came into his current COO role
The balancing act required between 1st generation and next-gen employees, and the need for appreciation and communication on both sides
< MEDIA
May 24, 2019
Lucas Winthrop Featured on The COO Roundtable
Matt Sonnen sits down with Lucas Winthrop to discuss the steps he takes to put time back into the hands of Winthrop Wealth’s advisors and much more, including:
Listen to full podcast
DISCLOSURES
PFI Advisors, Matt Sonnen, Heather Fortner and Signature FD are not affiliated with LPL Financial.