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The Increasingly Happy Broker

“Where we see firms at risk are those that have taken the advisor for granted, those that haven’t updated their affiliation model in a lot of years or updated their products,” says Matt Lynch, managing partner at Strategy & Resources.

 

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The Increasingly Happy Broker
by Megan Leonhardt, Wealthmanagement.com/REP, March 31, 2015

 

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Vanguard Snubs Outsiders in Digital Advice

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Vanguard Snubs Outsiders in Digital Advice
by Trevor Hunnicutt, Investment News, March 25 2015

 

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Life Coaching Sets Advisors Apart from Robos

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.”

 

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Life Coaching Sets Advisors Apart from Robos
by Hilary Johnson, Reuters, March 20, 2015

 

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Getting Fired by Clients Isn’t Always Bad

“I think there are several factors that may lead to a client firing his advisor,” says Matt Lynch, president of Strategy & Resources LLC, a consulting firm for financial advisors. “But at the most basic level, I think often it is a function of a failure to clearly communicate the client service offering or value proposition and then align delivery to the service offering. […]

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.”

 

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Getting Fired by Clients Isn’t Always Bad
by Deena Katz, Financial Advisor, March 2, 2015

 

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