Skip navigation
Executive Roundtable Journal
Looking Ahead

Looking Ahead…

The 3Cs and Strategy Decisions

In our next quarterly issue, we will be dissecting the following diagram. Through the next executive roundtable conversation and contributed content from thought leaders in the financial services industry, we hope to bubble up new ideas and insights that will be helpful for this vibrant executive community.

The 3-C’s and Strategy Decisions

Client/Advisor Model:

  • B2B/B2C
    • Optimal Client
    • Optimal Advisor
  • Client/Advisor Service Experience

Business Model:

  • Wealth Management
  • Business Development/Sales
  • Economic Model Objectives ROI/ROE

Advisor Support Model:

  • Advisor-Service Model
  • Functional Design

Operating Model:

  • Operating Philosophy
  • Build/Buy/Partner Solutions
  • Reporting/KPIs/Accountability
  • Continuous Improvement/Execution

Future issues will address these and other important topics:

  • Dealing with a breach of trust
  • Representing shareholder interests
  • Mitigating board member risk
  • Using data and benchmarks to keep score
  • Trends, opportunities and threats

If you would like to be a part of the conversation, suggest topics of interest and/or contribute your thought leadership to this journal, please contact: Matt Lynch, Editorial Director, Executive Roundtable Journal, [email protected]

Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.