Double Dipping is a Problem: Here's How to Stop Needless Business Drain
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 needless costs and frustrations. They provide five tips for change management and vendor selectio
Partner and Vendor Decisions: A Checklist of Do’s & Don’ts
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 list, bad things happen in terms of budget and diet. Here is a list of Do's and Don'ts to consider