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Strategy and Resources | Transformative Insights, Real Results

S&R’s 'OPEN ARCHITECTURE' consulting approach draws from a network of industry experts in corporate strategy, sales and marketing, executive coaching, product development, innovation and growth.

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Strategy and Resources | Transformative Insights, Real Results | blog.strategyandresources.com Reviews
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Strategy and Resources | Transformative Insights, Real Results | blog.strategyandresources.com Reviews

https://blog.strategyandresources.com

S&R’s 'OPEN ARCHITECTURE' consulting approach draws from a network of industry experts in corporate strategy, sales and marketing, executive coaching, product development, innovation and growth.

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blog.strategyandresources.com blog.strategyandresources.com
1

Financial Advisor | Strategy and Resources

http://blog.strategyandresources.com/tag/financial-advisor

Journal of Financial Planning. 05 Jun , 2015. By Matt Lynch, Financial Advisor magazine, June 4, 2015. Getting Fired by Clients Isn’t Always Bad. 01 Jun , 2015. This same advisor type tends to operate under the ‘no news is good news’ philosophy that if they don’t hear from the client, all is good. Getting Fired by Clients Isn’t Always Bad. By Deena Katz, Financial Advisor, March 2, 2015. Changing Expectations of Client and Financial Advisor. 01 Jun , 2015. Strategy and Resources, LLC is a strategy consul...

2

conference | Strategy and Resources

http://blog.strategyandresources.com/tag/conference

Journal of Financial Planning. 13 May , 2016. Matt Lynch and/or members of his consulting team will be present at the following conferences. Please reach out if you would like to meet in person and discuss your company’s potential interest in working with Strategy and Resources, LLC. Pershing Insite Conference, Orlando – June 7 – 9. Morningstar Investing Conference, Chicago – June 13 – 15. In Vest Conference, New York City – June 16 – 17. Wealth Management Awards, New York City – September 29. Strategy a...

3

Morningstar | Strategy and Resources

http://blog.strategyandresources.com/tag/morningstar

Journal of Financial Planning. Morningstar 2015: How Vendors Can Best Serve Advisors. 12 Aug , 2015. Matt Lynch of Strategy and Resources LLC knows advisors of all kinds well, but when asked if those companies that partner with advisors are doing a good job, he responds by saying “there are great tools available, but are they close enough to the advisor to know how to create leverage” for those advisors with whom they want to partner? Morningstar: Matt Lynch on How Vendors Can Best Serve Advisors. Matt L...

4

re: strategy | Strategy and Resources

http://blog.strategyandresources.com/tag/re-strategy

Journal of Financial Planning. 5 Trends Changing Financial Services. 12 Oct , 2016. A copy of our recent white paper. Why Firms Pay for Services They Don’t Need. 24 Mar , 2016. Nobody wants to get a bill for services they didn’t need or purchase. But that’s what’s happening unwittingly to advisors as the vendors that supply them expand their service offerings. Why Firms Pay for Services They Don’t Need. By Matt Lynch, Managing Partner, Strategy and Resources, LLC., March 22, 2016. 08 Jan , 2016. The real...

5

T3 | Strategy and Resources

http://blog.strategyandresources.com/tag/t3

Journal of Financial Planning. Morningstar Investor Conference in Chicago – June 2015. 15 Jul , 2015. At the Morningstar Investor Conference in June, Matt Lynch sat down to talk with Jamie Green, editorial director of ThinkAdvisor.com, Investment Advisor and other titles for ALM Media, and got together with financial-services technology expert Joel Bruckenstein, founder of the Technology Tools for Today (T3) conferences. Strategy and Resources, LLC. 200 East Spring Valley Pike, Suite C. Dayton, OH 45458.

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Strategy and Resources | Transformative Insights, Real Results

In The News (15). Presenting at Industry Conferences and Company Events. 01 Jun , 2015. Matt Lynch and other members of the Strategy and Resources. Team are frequent presenters at industry conferences and company events. For information or to inquire about availability, please contact us. Via our web form. Morningstar 2015: How Vendors Can Best Serve Advisors. 12 Aug , 2015. Morningstar: Matt Lynch on How Vendors Can Best Serve Advisors. ThinkAdvisor, August 11, 2015. Add Value or Get Out of the Way.

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