🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

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-wh…

Live at #xypnlive … powerful insights and actionable tips from the great Sarah Newcomb on the TWO dimensions of financial health. Morningstar, Inc. #financialplanning

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

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

Get it Liz Fritz !! Book your tickets now people!

If you look closely, we’re in the ‘pantomime your adoption process for customized portfolios’ part of the session.

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-man…

Amazing perspective and insights from one of our Executives in Residence. Michael Zebrowski highlights the critical and increasingly evident need for standardization! #wealthtech #wealthmanagement F2 Strategy lnkd.in/gs2N2vR6

Excited to highlight the career and impact of HaveBabyWillCity on our industry! Thank you for your contributions! #womeninwealthtechtowatch #womeninwealth lnkd.in/gww2tAVN

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

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

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-wh… #fintwit #wealthtech

Trying to lighten the Twitter feed today…

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

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

In recent research from F2Strategy, 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. | Doug Fritz f2strategy.com/insight/tradit…

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. Doug Fritz, F2Strategy, via WealthManagement.com: wealthmanagement.com/practice-manag… #WealthManagement

"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 Doug Fritz, CEO and founder of F2Strategy. wealthmanagement.com/practice-manag…

Unbelievably proud of my partner and cofounder Liz Fritz for the recognition of so much hard work and dedication in building this business! #womeninwealth #womenintech #womeninwealthtechtowatch InvestmentNews F2 Strategy lnkd.in/gCJNMGy5