F2 Strategy

?? See you all Sunday in Miami! F2's Doug Fritz, Liz Fritz, Ryan Beach, Bryce Carter, Jaclyn (Klabunde) Stanton, Megan Davison and Jacki Esposito are excited to experience the first Future Proof Citywide event. They'll be on hand to talk tech and hear your about growth goals and key struggles. #futureproofcitywide #RIAs #wealthmanagement #wealthtech

?? The most important piece of choosing the right equity partner is also the hardest to measure: Culture. In Part 3 of our limited-run podcast series, Conversations with Women in #WealthTech Dana Rhodes COO at Axtella talks about finding the right partners with Lori Hardwick of Genstar Capital, Shannon Eusey of Beacon Pointe and our own Jaclyn (Klabunde) Stanton. Listen to the full episode here and then catch up on previous topics: https://lnkd.in/eBUeiarA #privateequity #wealthmanagement #finserv #womenshistorymonth #womeninfinance #womeninbusiness

F2 Co-founder and Executive Chair, Doug Fritz spent some of his week last week with growth-focused #RIAs at the BNY Pershing Elite Advisor Summit. Learn more about how we support RIAs with their technology and marketing decisions and projects: https://lnkd.in/eZprnsJd #wealthtech #wealthmanagement

Great strategy doesn't do much without great execution. That's why we've built a team that delivers both. See how we partner with you from start to finish on your most important technology and marketing projects so you get the right results: https://lnkd.in/e-vQ5yEn #wealthmanagement #RIA #banktrust #brokerdealer

February may be the shortest month, but it didn’t fall short on #WealthTech news! ? Dive into this month’s Word on WealthTech, where co-founder and executive chairman,?Doug Fritz, breaks down some of the industry’s biggest headlines, including: ? ??Jump, the AI notetaker for advisors, raises $20 million? ???AssetMark’s?latest hire signals a push for stronger tech infrastructure ??Waterlily?raises $7 million in seed funding to help #advisors navigate long-term care conversations? ??An industry titan joins the board of AI startup?Zeplyn ? Get the full scoop on?WealthManagement.com:?https://lnkd.in/eaEWG57P #wealthmanagement #fintech

"The true value of your #wealthmanagement firm is your client relationships and your organic growth." - Shannon Eusey, Beacon Pointe In part 2 of our limited-run podcast series, Conversations with Women in WealthTech, Shannon, Jaclyn (Klabunde) Stanton at F2, Lori Hardwick of Genstar Capital and Dana Rhodes of Axtella discuss when to go in on organic growth and when to explore #privateequity backing. Listen to the full discussion here and catch up on Part 1: https://lnkd.in/eYTpSQeC #wealthtech #womenshistorymonth #womeninfinance

Thanks to the American Bankers Association Wealth Management Conference for giving us time to connect with the industry as it grapples with how #AI can deliver the most value and banks can keep moving forward while meeting regulatory obligations. If you have questions on how F2 supports #banks with their #wealthmanagement technology strategies and implementations, reach out to Tim Buhler or visit us at https://lnkd.in/dAVB5gJT. #wealthtech

?? Presenting for the first time together on stage ever... Doug Fritz and Liz Fritz! Don't miss their session at Future Proof Citywide on March 16th! ?? #wealthmanagement #ria #wealthtech #mergersandacquisitions #fintech

So happy to have had the time to connect with so many in #Trust sector last week at Pinehurst. It's energizing to see the many ways we can help this industry deliver even better for their clients! Reach out to Trasha Schwendener and Scott Lamont with questions or to explore ways technology can improve your business challenges: https://lnkd.in/dAVB5gJT #TrustAdvisorsForum #banktrust #wealthmanagement #wealthtech

Get to know our team of experienced and talented #wealthmanagement technology and #marketing professionals! Our employee spotlight series features a different team member every other Friday. Today meet Associate Marketing Director Shaswau Howell. Read Shea's full bio here: https://lnkd.in/gkw7nEcM