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Transitioning and Transforming a Wealth Management Firm

Mike Langford
Dec 18, 2020

We focus a lot of attention on the transition process for individual financial advisors, RIAs, and other wealth management firms because we expect a great deal of turnover in the coming decade. However, in many cases it's what happens after the transition that will matter most. 

In the latest episode of The Modern Financial Advisor Podcast I am joined by Max Winthrop, CEO of Winthrop Wealth Management to explore how he and his brother took on leadership roles at the firm their father and uncle started back in the 1980s and set about transforming the business.

As I mentioned in the preview video above, you can watch the entire episode of the podcast on YouTube as well. The video is embedded below for your convenience. Make sure you subscribe to the Truelytics YouTube channel!

To listen to the episode simply click play on the audio stream at the top of this post or subscribe on your favorite podcast platform. You can find us on
Apple Podcasts, Spotify, Google Podcasts, Alexa,  SoundCloud, Stitcher, and TuneIn.

Resources Related to this Episode:
Below are a few links and resources to help you with your transition and transformation process: 

  • TrueMatch - As I mentioned in the preview video and the podcast, TrueMatch is now live and ready for you to use to discover and connect with the right parter for your M&A or succession needs.
  • The Importance of Talent Wealth for Successful Business Transitions - Running a modern financial advisory firm requires high quality talent. In this episode of the podcast, Kelli Cruz shares some guiding principles for getting the most from your team. 
  • The Evolution and Future of Financial Planning - A lot has changed since Max Winthrop's dad and uncle started Winthrop Wealth Management back in the 1980s. In this episode, Tony Stich the COO of Advicent NaviPlan shares how the industry has evolved and offers a glimpse of where it's headed.

    If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above.

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