Founder & President @ F2 Strategy
Silicon Valley, CA
Joined February 2009
- Tweets434
- Following218
- Followers274
- Likes810
Unbelievably proud of my partner and cofounder @LizFritz319 for the recognition of so much hard work and dedication in building this business! #womeninwealth #womenintech #womeninwealthtechtowatch InvestmentNews F2 Strategy lnkd.in/gCJNMGy5
Doug Fritz retweeted
"Just as sports executives ignore the noise coming from their fanbase when they make roster adjustments to improve their team, the same is true in the wealth industry during an economic downturn," writes @dougofritz, CEO and founder of @F2_Strategy.
wealthmanagement.com/practic…
Doug Fritz retweeted
During downturns is the time to bolster your bench with #WealthTech talent:
Strategic wealthtech and advisory firms should always be scanning “waivers” for experienced #talent.
@DougoFritz, @F2_Strategy, via @wealth_mgmt: wealthmanagement.com/practic… #WealthManagement
Doug Fritz retweeted
In recent research from @F2_Strategy, more than a third of firms saw higher attrition rates for talent, driven by both an economy firing on all cylinders and a newfound ability to work remotely. | @dougofritz
f2strategy.com/insight/tradi…
Love this! Tactical tip for ANY wealth firm to narrow in on the right projects as you plan for 2023!! Wanna know what your advisors are wasting their time on? Ask them! F2 Strategy Sonya Dhar Frannie McHattie Scott Lamont lnkd.in/gy8R2Bce
We're stoked to welcome Jessica Brar, CFP® to the F2 Strategy team! Her experience and credentials will help our clients make great decisions! Welcome Jessica!! lnkd.in/gP2jbtkF
Doug Fritz retweeted
The RFP process is a crucial step for informed decision making when it comes to technology implemention, but it can be time consuming. Here’s how to do it efficiently and effectively: f2strategy.com/insight/why-w… #fintwit #wealthtech
There are a small handful of individuals that are actively setting the bar over which the industry will be challenged to benchmark itself. Nimesh Patel is high on that list! lnkd.in/grXeAg4U
Thank you Financial Planning for continuing to shine attention on this issue as we take the first small steps as an industry toward better equity and representation in Wealth! lnkd.in/gzdZ4W37
Excited to highlight the career and impact of @MkateMama on our industry! Thank you for your contributions! #womeninwealthtechtowatch #womeninwealth lnkd.in/gww2tAVN
Amazing perspective and insights from one of our Executives in Residence. @zebo2 highlights the critical and increasingly evident need for standardization! #wealthtech #wealthmanagement F2 Strategy lnkd.in/gs2N2vR6
Doug Fritz retweeted
F2 Strategy’s team is an experienced and talented group of #wealthtech professionals with diverse skills sets. Get to know them with our employee spotlight series. Today meet Senior Manager, Consulting Services Samir Maniar! Read his full bio: f2strategy.com/team/samir-ma…
If you look closely, we’re in the ‘pantomime your adoption process for customized portfolios’ part of the session.
@dougofritz @privateADVgroup Shannon Larson @WellsFargo Mike Liersch - too much portfolio customization? Yes, until advisors/home offices build out ‘constant engagement’ platforms and workflows to match ‘the portfolios with the purpose’ Otherwise it’s just another SMA #MMI22
Doug Fritz retweeted
Get it @LizFritz319 !! Book your tickets now people!
• @LizFritz319, co-founder and CCO at @F2_Strategy not only talks the talk, but walks the walk.
She's proof that companies can build a culture of space, tolerance, and capacity for women to perform at their best as caregivers and business leaders.
Special THANK YOU to the awesome folks at Money Management Institute for letting me lead this awesome conversation with Shannon Larson and Michael Liersch about the future of portfolio personalization! lnkd.in/gqrV4RbD
Our Relationship Leads at F2 Strategy curate deep strategy + execution relationahips and are accountable for getting fast-growing and high-expectation clients the technology outcomes they need. This is an ideal role for proven weath tech insiders looking…lnkd.in/gpkUFWat
Doug Fritz retweeted
Live at #xypnlive … powerful insights and actionable tips from the great Sarah Newcomb on the TWO dimensions of financial health. @MorningstarInc #financialplanning
Doug Fritz retweeted
Most #wealthmanagement firms don't do multiple tech RFPs in a year, but we do and our process for doing them is effective and efficient. Joe Price, Jen Baltes and Michelle Vine explain why RFPs are important, what's involved and when to outsource. Read: f2strategy.com/insight/why-w…
Doug Fritz retweeted
For wealth firms taking their client experience digital, it's time to get comfortable with UX concepts. This article does a great job of highlighting what advisors need to know with actionable ideas.
#WealthTech #DigitalClientExperience
tinyurl.com/2shujk9n