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Xtiva Teams Up with Strategy & Resources, LLC on Game Changing Strategic Compensation Services

Financial services firms can quickly and reliably design and implement new, strategically aligned, advisor and field manager compensation.

NEW YORK, Nov. 29, 2016 /PRNewswire/ — Xtiva Financial Systems (Xtiva), provider of innovative sales performance management tools for financial services firms, today announced the launch of its new Strategic Compensation Services. Developed and executed in partnership with Matt Lynch and his management-consulting firm, Strategy & Resources, LLC (S&R), this new service program combines the best capabilities of both firms to create a powerful suite of services exclusively available to Xtiva customers.

UNIQUE COMBINATION

The service plan includes a quarterly market overview, an executive briefing in support of annual planning and strategy sessions, a comprehensive market benchmarking program, and a complete “full-stack” strategic compensation design and implementation service. “The unique combination of capabilities – Xtiva’s rich data, the proprietary insight tools of both Xtiva and S&R, the profound wisdom of Matt Lynch and his team, and Xtiva’s technical implementation experience – come together to make a powerful offering,” Moysak said.

“Partnering with Xtiva is a great fit,” stated Matt Lynch, Managing Partner at Strategy & Resources, LLC. “Our team is looking forward to working with Xtiva’s clients to help them drive their business farther, faster and with even greater value.”

The Strategic Compensation Services will be rolled out to Xtiva customers over the next quarter.

 

Read full press release:
PRNewswire, Nov. 29, 2016

 

Xtiva Financial Systems & Strategy and Resources , LLC logos

The Big Profit Squeeze All Advisors Face

As the industry looks ahead to 2017, many executives are concerned about profit margins. The cost of complying with new Department of Labor regulations adds to the inexorable upward march of costs, while new competition from digital advisors (yes, we’re talking about robos) has advisors and service providers worried about fees. Costs up, revenues static or down — it’s your classic margin squeeze, which causes small firms to suffer and medium to large firms to band together in search of scale.

 

Read full article:
The Big Profit Squeeze All Advisors Face
By Matt Lynch, Managing Partner, Strategy & Resources, LLC., November 21, 2016

 

Investment Advisor -December 2016 Issue

Investment Advisor cover story
December 2016 Issue

 

 

2016 Wealth Management Industry Awards

At its second annual event, WealthManagement.com hosted nearly 400 members of the financial services’ industry’s elite on Sept. 29 at the Mandarin Oriental Hotel in New York City. The black tie gala included the presentation of awards to numerous companies for their outstanding achievements in areas such as practice management, technology and innovative new product offerings. Matt Lynch, managing director of Strategy & Resources, LLC, and Julie Littlechild, founder of AbsoluteEngagement.com (and one of the Resource Partners on the S&R team), served as judges for the awards this year.

 

Photo by: Marie Swift

Photo by: Marie Swift

Pictured here: Marty Miller (ClearPath Consulting – coaching services for advisors), Matt Lynch and David Girmann (Strategy & Resources, LLC – strategy consulting for financial services firms), Marie Swift (Impact Communications – PR and marketing services for financial advisors and financial services firms), Mitch Vigeveno (Turning Point recruiting services for financial services firms).

 

From: WealthManagement.com, Oct 2, 2016
Read more about the Wealth Management Industry Awards

 

logo - WeathManagement.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

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.

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Contact: 

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