FROM THE FEBRUARY 2017 ISSUE OF INVESTMENT ADVISOR MAGAZINE (Side Bar Content 1 of 2)
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 survive in today's challenging and complex landscape.
Advisors: Amazon One-Click Your Practice
By Matt Lynch, Managing Partner, Strategy & Resources, LLC., February 2017