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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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.