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

Too many firms waste money. Here’s how to get fintech and other operational changes done right (the first time). Matt Lynch, Managing Partner at Strategy & Resources, LLC, and S&R Resource Partner Marty Miller, share insights and advice in this feature-length piece in the October issue of Investment Advisor magazine. One key point: Having a clearly defined process can help reduce needless costs and frustrations. They provide five tips for change management and vendor selection in the main article, plus a list of do's and don'ts in the form of a check list in the corresponding sidebar article.
 
FROM THE OCTOBER 2017 ISSUE OF INVESTMENT ADVISOR MAGAZINE (Feature Story)
 
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