Managing Partner, Strategy & Resources LLC, an independent consulting firm with 4 Core Services
Dayton, OH / NYC
Joined June 2015
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We are pleased to announce new partners, new services, a new office in NYC and a new executive journal with special content that will be helpful for financial services executives and board members. Read more via the newswire posting below: newswire.com/news/strategy-r…
There is typically one too many intermediaries in the financial services supply chain. This is not ideal for advisors or their clients. Matt Lynch of Strategy & Resources, LLC @StrategyFirm offers advice | Via @Wealth_Mgmt
wealthmanagement.com/resourc…
Matt Lynch retweeted
Happy Holidays from @FinTechie and @t3techhub - save $100 off advisor registration with this code AND capture the year-end tax deduction!
mailchi.mp/effc74900954/save…
In case you missed ThinkAdvisor.com's write-up of the educational session presented by Steve Wallman, Jeff Concepcion and Matt Lynch at the #T32017 Conference in Las Vegas in November - goo.gl/BW6oj2
Matt Lynch retweeted
Financial Advisors: Make your voice heard! Complete the @BobVeres @t3techhub software survey now:
mailchi.mp/impactcommunicati… | Sponsored by: @orionadvisor @Fiserv
Always great to see competent, committed people like this on a list of top minds and voices. Pleased to have @jlittlechild contributing to the @strategyfirm blog site. xitter.cf/reemababer/status/9432…
Looks like a great opportunity @jlittlechild - bet you have a full roster by now! xitter.cf/jlittlechild/status/94…
We think we have all the ingredients to help you take 2018 from good to extraordinary. Join us for the Absolute Engagement Experience, kicking off on January 25 in Miami. buff.ly/2BIn271
My week on Twitter 🎉: 1 Mention, 7.54K Mention Reach, 3 Likes, 2 Tweets. See yours with sumall.com/performancetweet?…
Our biggest fans this week: @FinTechie, @idrisestereki, @TEmbrogno. Thank you! via sumall.com/thankyou?utm_sour…
Matt Lynch retweeted
Never underestimate pride as a driver of victory ow.ly/eRkF30fNybP
Matt Lynch retweeted
Thanks for this great article Jeff Concepcion @Stratos_Wealth | cc @strategyfirm @FolioFN @t3techhub @FinTechie #T32017 xitter.cf/Stratos_Wealth/status/…
My week on Twitter 🎉: 3 Mentions, 15.9K Mention Reach, 9 Favorited, 4 Retweets, 12.8K Retweet Reach. See yours with sumall.com/performancetweet?…
Here's a recap of the presentation at #T32017 we (@Stratos_Wealth @FolioFN @strategyfirm) did at #T32017
Via @ThinkAdvisor
thinkadvisor.com/2017/11/03/…
S&R Resource Partner @MarieSwift says that teaching people how to invest is one of the best marketing moves an adviser can make. Read her article on @MarketWatch here: on.mktw.net/2utV0KI
Happy to have been a part of this awesome panel at #T32017 - many thanks for Steve Wallman of @FolioFN and Jeff Concepcion of @Stratos_Wealth + @FinTechie of @t3techhub xitter.cf/marieswift/status/9319…
Thanks for this great article Jeff Concepcion @Stratos_Wealth | cc @strategyfirm @FolioFN @t3techhub @FinTechie #T32017 xitter.cf/Stratos_Wealth/status/…
Our biggest fans this week: @FinTechie, @tinacpowell, @tjmoysak. Thank you! via sumall.com/thankyou?utm_sour…
If you are at #T32017 ... Stratos Wealth Partners @StratosWealth1 has set up a special landing page for us: t3swp.com/
Thanks for tweeting this out @t3techhub - the session is happening now and we have a good audience. #T32017 xitter.cf/t3techhub/status/92511…
Don’t miss this main stage panel discussion with @StrategyFirm @FolioFN @StratosWealth1 at 3:35pm today #T32017 | t3enterprise2017.pathable.co…
