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).


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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).


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T3 Enterprise – November 2nd

Join Matt’s Technology & Strategy workshop at T3 Enterprise on November 2nd.  Learn More.


T3 Technology Conference Nov 2-4

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.


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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


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