For many years Strategy & Resources, LLC has been looking for a way to share key learnings, observations and insights gathered from our research, experiences and consulting practice. With the help of the team at Wealth Management, we are able to bring this new journal to life through a new digital content channel from WealthManagement.com where you’ll find additional timely content geared for the board member and senior executive.

Executive Roundtable JOURNAL
Executive Roundtable Journal


There is typically one too many intermediaries in the financial services supply chain. This is not ideal for advisors or their clients. Matt Lynch of Strategy & Resources, LLC offers advice, via Wealth Management magazine in this special 2018 "outlooks" issue. 

Read Matt's article now.

Who are the key stakeholders in determining the technology a firm utilizes, and what impact do the tools an advisor uses have on end client engagement? These questions were at the heart of the panel discussion “Technology, Financial Services and the New Gatekeepers” held October 31, 2107 at the T3 conference in Las Vegas, with a panel including Matt Lynch, managing partner of Strate...

Too many firms waste money. Here’s how to get fintech and other operational changes done right (the first time). Matt Lynch, Managing Partner at Strategy & Resources, LLC, and S&R Resource Partner Marty Miller, share insights and advice in this feature-length piece in the October issue of Investment Advisor magazine. One key point: Having a clearly defined process can help reduce ne...

Too many advisory firms waste money. We find it helpful to rely upon a defined process when considering a change in vendor relationships or tools you are using in your business, and importantly, creating the process before engaging with the vendors. Be clear about your needs, budget, integration requirements, etc. We all know that if we go grocery shopping while hungry without a lis...

September 18, 2017

In this Q&A article, Matt Lynch of Strategy & Resources discusses how the relationship between advisors and their broker/dealers is changing with David Armstrong, Editor-in-chief of WealthManagement.com.

Read full article.

Matt Lynch will moderate a panel of experts on this topic at the WealthManagement.com Executive Forum on Oct. 11, 2017 at the Plaza Hotel in New York City.

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