Financial Advisor

The Style Wrinkle

One might argue that advisors are more sophisticated in the way they are thinking about and evaluating the performance of funds. But Matt Lynch is not sure if that’s necessarily true. In this article, he suggest that advisors are wise to think about a new wrinkle: Advisors are adopting a philosophy about the way they think assets should be managed, as opposed to playing tic-tac-toe with the Morningstar style box. An obvious example is the debate between passive and active management; another is the new popularity of liquid alternatives. Are your clients clear about the value you add as an asset manager to help them achieve their financial goals?

 

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The Style Wrinkle
By Matt Lynch, Financial Advisor magazine, June 4, 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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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.