Upcoming Travel

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
  • T3 Enterprise Conference, Las Vegas – November 2 – 4

Please check back periodically for other dates and cities.

Contact us (via our web form).

 

Strategy and Resources logo

Presenting at Industry Conferences and Company Events

Matt Lynch and other members of the Strategy & 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).

 

Strategy and Resources logo

Executive Roundtable – October 2015

Following the FPA Major Firms Symposium in Boston, eight tenured consultants in the financial services industry gathered to discuss trends, opportunities and challenges facing financial advisors and the larger firms that support them. These executives included Marion Asnes, Idea Refinery; Bob Cogan, Strategy B4 Tactics; Julie Littlechild, If Not Now Research; Matt Lynch, Strategy and Resources; Marty Miller, Clear Path Consulting; Marie Swift, Impact Communications; Richard Scott Taylor, Innesskirk Global; Mitch Vigeveno, Turning Point, Inc. 

A white paper transcript and a set of short video clips capture their conversation. Excerpt of the conversation were published by Investment Advisor Magazine (cover story November issue 2015). See previous post.

 

Investment Advisor logo

 

Download the white paper (pdf).

View the entire set of video shorts at AdvisorsThinkTank.com.

‘Life coaching’ Sets Advisers Apart From Robo-competitors

Matt Lynch, managing principal of Strategy & Resources, LLC, a financial services consulting firm in Dayton, Ohio, said it is a good time for advisers to highlight their caring sides.

Investments and financial planning can be automated, he said. “But the ability to show empathy, and to give clients confidence to stay invested and make good decisions, that’s more of an art than a science.”

 

Read full article:
‘Life coaching’ Sets Advisers Apart From Robo-competitors
by Hillary Johnson, Reuters, March 20, 2016

 

logo - Reuters

Why Firms Pay for Services They Don’t Need

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.

With recent regulatory activity, such as the pending DOL fiduciary standard, riling up compliance departments and shifting consumer preferences to lower-cost advice models, players in the advisor-to-client supply chain are feeling the squeeze. In response, advisor-service firms are expanding into non-core functions – expanding their value in an effort to capture a larger slice of the pie.

Many firms are incorporating these extra services, such as asset allocation and data aggregation, into their existing advisor offering. That’s all well and good – but, as a result, advisors could be paying for the same function twice, or even more times over, because they now exist within a bundled pricing model from separate third-party firms.

 

Read full article:
Why Firms Pay for Services They Don’t Need
By Matt Lynch, Managing Partner, Strategy & Resources, LLC., March 22, 2016

 

 

AdvisorPerspectives Logo

Matt Lynch Joins Xtiva’s Board of Directors

NEWS  – FOR IMMEDIATE RELEASE

 

Strategy and Resources logoxtiva logo

 

Matt Lynch headshot

Matt Lynch, Managing Partner
Strategy & Resources, LLC

Tenured consultant and financial services thought leader will bring strategic insights to leadership team as Xtiva continues to innovate and enhance cloud-based solutions for marketplace

 

NEW YORK – March 10, 2016 – Xtiva, a leading provider of enterprise compensation solutions for the financial services industry, today announced that Matt Lynch, Managing Partner of Strategy & Resources, LLC, has been elected to the company’s Board of Directors.

“Matt Lynch has had a long and varied career in the financial services industry, and has a deep understanding of the challenges facing broker/dealers and the financial advisors they serve,” said Xtiva CEO Thomas Moysak. “We are privileged to have him serve on our board. He is highly respected as a thought leader and consultant in the industry and will bring a wealth of strategic insights to Xtiva as we continue to enhance our solutions for the marketplace.”

PROGRESSIVE LEADERSHIP, STRATEGIC INSIGHTS

During his more than 25 years in the industry, Lynch held progressive senior leadership roles as President and CEO of independent broker/dealer and RIA Capital Analysts Inc., CFO of Lincoln Financial Advisors, and field management roles with New York Life. His consulting credentials include Moss Adams, LLP, where he was a director of the business consulting group and widely recognized for his industry expertise in succession planning, M&A and financial services distribution strategies.

As Managing Partner and Founder of Strategy & Resources, Lynch works closely with enterprise executives, helping them negotiate the ever-increasing challenges facing the industry and achieve the changes necessary to succeed in the future. “Through my years of experience working with broker/dealers and advisors, I’ve seen first hand how the critical function of compensation management, as well as the competitive environment for attracting and retaining talent, affects business health,” said Lynch. “Xtiva has achieved a well-deserved position of leadership as a trusted partner and strategic solution provider, and I look forward to helping them further develop their business.”

ABOUT XTIVA FINANCIAL SYSTEMS

Xtiva Financial Systems is a leading incentive compensation and next generation sales performance management platform focused exclusively on financial services. Over 80 customers use Xtiva’s award-winning software, services, and support to maximize their salesforce investment leading to superior business performance. Learn more at www.xtiva.com.

ABOUT MATT LYNCH AND STRATEGY & RESOURCES LLC

 Strategy & Resources LLC is an independent financial services consulting firm. Managing Partner Matt Lynch, his staff and resource partners work with financial services companies, focusing on corporate-level strategy, resource optimization and change management. Additional services include board retreats, succession planning, M&A strategies, post-merger integration plans, and benchmarking studies. For more information, please visit www.strategyandresources.com.

 ###

Contact: 

Leslie Swid
Impact Communications, Inc.
800-974-7753
LeslieSwid@ImpactCommunications.org