Advisors' Enduring Struggle | By Matt Lynch


FROM THE APRIL 2017 ISSUE OF INVESTMENT ADVISOR MAGAZINE (Feature Story)

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.

READ

Advisors' Enduring Struggle By Matt Lynch, Managing Partner, Strategy & Resources, LLC., April 2017

Featured Posts
Recent Posts
Archive
Search By Tags
Follow Us
  • Facebook Basic Square
  • Twitter Basic Square
  • Google+ Basic Square

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

STRATEGY

CONSULTING

 

advise firms & develop

actionable plan

PRACTICE

MANAGEMENT

implement real,

sustainable change

PREMIER

SUPPORT

value-added

technology support