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

Morningstar 2015: How Vendors Can Best Serve Advisors

Matt Lynch of Strategy and Resources LLC knows advisors of all kinds well, but when asked if those companies that partner with advisors are doing a good job, he responds by saying “there are great tools available, but are they close enough to the advisor to know how to create leverage” for those advisors with whom they want to partner?

In this video interview from the exhibit floor of the 2015 Morningstar Investment Conference, Lynch concludes that there may well be “at least one too many intermediaries in the supply chain.”


Screen Shot of video interview

View Video:
Morningstar: Matt Lynch on How Vendors Can Best Serve Advisors
By James J. Green, Group Editorial Director, Investment Advisor Group
ThinkAdvisor, August 11, 2015


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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 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.