It’s very possible that the business model financial advisors rely upon today will not last much longer. Here’s how to raise your odds of success.


Do you really believe that you provide value for your clients? And more important, do you really believe that your clients believe you provide value?

When clients have the opportunity to look carefully at the services you provide for them compared to what they can get elsewhere for much lower fees, is your client service model attractive? From an objective external viewpoint, do you believe that your business, as it functions today, will be sustainable for the long haul?

Please take this opportunity to download a copy of Matt Lynch's Survival Mode article. It may be just what you need to help define your business and align your services with shifting market demands.  

We will keep your information private and never sell or share it with other organizations without your permission.  You may unsubscribe at any time.



Survival Mode
Please complete the info below to receive your copy of the article.  

Strategy & Resources LLC ©2019 | Privacy Policy | Cookie Policy




advise firms & develop

actionable plan



implement real,

sustainable change




technology support