Matt Lynch Talks Wealth Trends with WSJ

Matt Lynch, founder and president of Strategy and Resources, LLC talks with the Wall Street Journal’s Veronica Dagher about trends in the financial services industry – NYC, April 2013.

Concerns and Trends Addressing Consumer Expectations

Matt Lynch speaks with David Armstrong of WealthManagement.com while at the 23rd Tiburon CEO Summit in San Francisco, October 2012.

Changing Expectations of Client and Financial Advisor

Matt Lynch talks with Evan Simonoff of Financial Advisor magazine about trends in investor sentiment and how advisors are adapting to the post-recession landscape – 22rd Tiburon CEO Summit in NYC, April 2012.

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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