@F2_Strategy

Experienced partner to transform your wealth management technology.

 Silicon Valley
f2strategy.com
Joined June 2016
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  • Following388
  • Followers371
194Media
• @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.
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I am honored to be featured in @F2_Strategy June #womeninwealthtechtowatch. Thank you @dougofritz and @LizFritz319.
F2Strategy@F2_Strategy29 Jun 2022
We’re honored to highlight our June #womeninwealthtechtowatch, Helen Yang! Helen is the winner of the prestigious Harry Markowitz Award in 2011, and the founder and CEO of @AndesWealth Technologies…
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Good summary of F2 Strategy’s thoughts about the Orion Advisor Solutions / Redtail Technology nuptials. Ernest J Lacroix IV Scott Lamont lnkd.in/g_fYGQ_f
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Big news in the Wealth CRM World... Redtail just got deeper pockets and a front row seat to Orion's growing client base! Great news for smaller advisory shops (especially those on BOTH Redtail & Orion). Probably not a big deal for larger wealth shops orion.com/redtail/
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Watch March's Fintech 5, where @Riskalyze CEO @AaronKlein provides his take on the biggest news to hit advisor technology in the month. Included: @Onrampinvest @TR401 @eMoneyAdvisor @F2_Strategy @GirlsWhoCode @GridlineInvest @CarsonGroupLLC WATCH: spr.ly/6016KvEBq

March 2022 Riskalyze Fintech Five

Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

wealthmanagement.com
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We continue to highlight our findings on CRM disappointment in Holly Deaton's article on trends in CRM. Our main points are well-captured here and include: 1) Effective CRMs don't come out-of-the-box... You need to KNOW what you wa…lnkd.in/gfaK42jv lnkd.in/gd9KG57v
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Replying to @dougofritz
@Dougofritz of @F2_Strategy says Vanguard is notoriously cheap when it comes to technology. trib.al/1neefIx
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Are advisors who charge for planning the wave of the future? Doug Fritz (@dougofritz), CEO of @F2_Strategy on why AUM-only advisors are at a disadvantage today: #wealthmanagement #financialplanning
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F2Strategy retweeted
Vestmark
@Vestmark20 Apr 2021
Join our SVP, Product Management Mark Peabody and Sr. Manager, WealthTeach Strategist Mike Betz from @F2_Strategy tomorrow at the 2021 @mminst Summit where they will lead a discussion on household-level management systems. bit.ly/3uBiiv3 #MMISummit
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Replying to @MerrillLynch
@MerrillLynch continues to lead the way in digital + human experience! Congrats to Kabir Sethi for the amazing leadership and super-human ability to move a massive company forward at start-up speed! Great write up by @investmentnews' @nicolecasperson investmentnews.com/merrill-l…
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🙋‍♀️🙋‍♂️Need your help on a <5 min survey re: how you are (or aren't) integrating financial planning data into the portfolio construction process. I'd like to hear what *YOU* think! (THANK YOU!) Survey Link👉survey.zohopublic.com/zs/ZJC…
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Joe Calabrese, a founder and Advisory Board member of The Institute, shines the spotlight on a chronic shortcoming among advisors to the ultra-wealthy in his new article. uhnwinstitute.org/content/20…
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For those tech aficionados who missed it, here's my @FT_PWM #FintechOnFriday piece from last week, profiling Singapore #WealthTech @bambu_robo and its founder Ned Phillips @TheRudinGroup @UrsBolt @carabwilliams @F2_Strategy @joymacknight @elisa_trovato pwmnet.com/FinTech/Fintech-o…
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NEW! Meet the Domain Experts: Social Impact & Philanthropy Join Dennis Jaffe, PhD as he interviews Susan Winer, our domain champion for Social Impact & Philanthropy. uhnwinstitute.org/content/20…
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WE ARE HIRING!! Please reach out directly to [email protected] if you or anyone in your network might fit our newest job opening. @dougofritz
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Most importantly: Did you save those PBJ sandwiches to cater #WMIA20 #Wealthies
David Armstrong@djamesarmstrong24 Jul 2020
Since when are chicken wings not substantive food, but sandwiches are? I went to a bar mandating a $1 white bread/PBJ in saran wrap with every order to meet the food requirement. Would have preferred chicken wings.
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F2Strategy retweeted
MyVest@MyVestCo21 Aug 2020
Is your wealth management firm successfully balancing advisor customization with oversight? Find out where your DPM program falls on the Spectrum of Discretion: myvest.com/insights/control-… @F2_Strategy
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FREE WEBINAR: Join Milton Pedraza, #CEO of The Luxury Institute, LLC as he talks with three top-tier #advisors and #wealthmanagement experts about the sentiments and behaviors of the wealthy during and post pandemic. us02web.zoom.us/webinar/regi…
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Exclusive: @FWReport covers how @UHNWInstitute is charting the territory confronting wealthy families and advisors with their new guide – The Ten Domains Of Family Wealth. uhnwinstitute.org/institute-…
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Our leadership team members came together recently for our quarterly board meeting. It is always inspiring to see the passion and vision these individuals share relating to #UHNW #families, #familyoffices, their #advisors and the industry!
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