
Max Winthrop: 'Quirkiness Matters' | Next Gen
Barron's Advisor
00:00
Transitioning Family Business Dynamics
This chapter examines the shift from a family-run business to a structured corporate environment, addressing challenges in redefining roles and enhancing team dynamics. It also covers the importance of client segmentation and leveraging technology to maximize efficiency and focus on profitable relationships.
Transcript
Play full episode