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Matt Lynch

Managing Partner, Strategy & Resources, LLC

Matt Lynch is the Managing Partner of Strategy & Resources, LLC, a financial services consulting firm (www.strategyresources.com/). Matt's professional background includes progressive senior leadership roles at an independent broker/dealer and RIA and Lincoln Financial Advisors, and field management roles with New York Life. His consulting credentials include Moss Adams, LLP, and Tiburon Strategic Advisors.

Matt’s Recent activity

Do You Know What You Do for Clients?
Do You Know What You Do for Clients?
Jan 06, 2016
Eventually your clients, and every other advisor’s clients, will start asking the hard questions. Before they do, you should ask and answer them yourself.
Add Value or Get Out of the Way
Add Value or Get Out of the Way
Jul 14, 2015
Until someone breaks through and creates a model that demonstrates value for the client, advisors will continue to muddle along with the current anachronistic model. 
Matt Lynch
The Financial Services Industry 
in 2030
Oct 20, 2013
The new millennium entered quietly, the Y2K crisis averted. The market was optimistic and pleased with the AOL and Time Warner merger, and NASDAQ hit an all-time high in 2000. But that was before the dot-com bubbl...