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

STRATEGY

CONSULTING

 

advise firms & develop

actionable plan

PRACTICE

MANAGEMENT

implement real,

sustainable change

CONTACT

CENTER

drive improved performance

PREMIER

SUPPORT

value-added

technology support

Matt Lynch on How Advisors can Stand Apart From Robo-Competitors

April 4, 2016

Matt Lynch, managing principal of Strategy & Resources, LLC, a financial services consulting firm in Dayton, Ohio, said it is a good time for advisers to highlight their caring sides. Investments and financial planning can be automated, he said. “But the ability to show empathy, and to give clients confidence to stay invested and make good decisions, that’s more of an art than a science.”

 

Read full article:

‘Life coaching’ Sets Advisers Apart From Robo-competitors

by Hillary Johnson, Reuters, March 20, 2016

 

 

 

Share on Twitter
Please reload

Featured Posts

Double Dipping is a Problem: Here's How to Stop Needless Business Drain

October 18, 2017