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

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PFI Advisors, Matt Sonnen, Heather Fortner and Signature FD are not affiliated with LPL Financial.