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
  

Connect With Duncan:

• Pareto Systems 
  
• 1.866.593.8020
  
• Schedule a Call
  
• Duncan on LinkedIn
  

Connect With Winthrop Wealth:

• info@winthropwealth.com 
  
• Website
  

Connect With Max Winthrop:

• LinkedIn: Max Winthrop
  

Connect With Lucas Winthrop:

• LinkedIn: Lucas Winthrop
  

Promotions:

• The Blue Square Toolkit by Pareto (Start your 14-day free trial today!)
  
• ProudMouth – Be Your Own Loud
  

About Our Guests:

Max Winthrop is the Chief Executive Officer at Winthrop Wealth. Max has consistently challenged the industry norms for wealth management providers, investing in creating a team-based wealth management experience complemented by a cutting-edge technology platform. He has over ten years of experience in the financial services and investment management industry. He is responsible for setting the firm’s strategy, broadening the service offering, and constantly working to enhance the client experience. Max spearheaded the creation of the Winthrop Wealth Registered Investment Advisor (RIA) in 2017, implementing a partnership structure, and a scalable technology infrastructure, and building out an experienced team of professionals.

Lucas Winthrop serves as a fully licensed client engagement partner managing client relationships and servicing. He also works closely with his brother Max and the Partners on Business Development and strategy of the firm. Lucas was born into the business. From a young age, Lucas spent his summers in the office learning the family business inside and out. He brings a creative perspective to a so-called ‘gray industry’ working closely with his brother Max to revolutionize how their generation views and interacts with the financial landscape. Before joining the family business, Lucas spent time working as a research analyst at a boutique asset management firm.