FROM THE FEBRUARY 2017 ISSUE OF INVESTMENT ADVISOR MAGAZINE (Side bar content 2 of 2)
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.
4 Steps to Align Firm Strengths with Value to Consumers
By Matt Lynch, Managing Partner, Strategy & Resources, LLC., February 2017