EXECUTIVE ROUNDTABLE

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

INDUSTRY NEWS & ARTICLES

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.

Many advisory firms have hit a crucial stage. Most will not pass to an outside buyer or next-gen advisor. Will your firm endure when you are gone? Matt Lynch offers insights and advice. This article is one in a series that examines trends in the industry and the 3-C's that all financial firms must consider if they are to survive in today's challenging and complex landscape.

Matt Lynch says it is very possible that the business model financial advisors rely upon today will not last much longer. Here's how to raise the odds of success. This article is one in a series that examines trends in the industry and the 3-C's that all financial firms must consider if they are to survive in today's challenging and complex landscape.

The industry is changing. You’re not in control of all those changes, but there are unilateral steps to keep you ahead of them. Here are some questions to ask yourself and steps to take depending on the answers, according to Matt Lynch. This article is one in a series that examines trends in the industry and the 3-C's that all financial firms must consider if they are to surviv...

Matt Lynch provides steps to help advisors get better aligned so they are building the business they want and attracting the clients who will respond to their real strengths.  This article is one in a series that examines trends in the industry and the 3-C's that all financial firms must consider if they are to survive in today's challenging and complex landscape.

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