F2 Strategy

Part 4 of our limited-run podcast series is live! In this episode, Jaclyn (Klabunde) Stanton, Lori Hardwick, Dana Rhodes, and Shannon Eusey explain why when it comes to inorganic and organic growth you can't have one without the other. Listen here and catch up on previously released episodes: https://lnkd.in/etsmm6NU #organicgrowth #mergersandacqusitions #wealthmanagement #womenshistorymonth #womeninfinance

Women play a strong role in wealth management — we’re advisors, CTOs, COOs, investors and more. This month we wanted to shine a light on some of the expertise to which we’re fortunate to have a front row seat. These resources, from women or about women, can help firms think about how they serve this growing investor population as well as streamline operations and optimize business growth.

Differentiation is the key to growth. Our co-founders,?Doug Fritz?and?Liz Fritz, shared the stage at?Future Proof?Citywide in Miami to offer their insights on the M&A landscape. Liz explained that firms need to build a strong #brandidentity to position themselves “as a thought leader, as someone who has a personality, so you are known.” Doug added that it's difficult to garner attention from investors without a strong brand. The takeaway? Creating an identity rooted in your business’ unique values, missions and culture is essential to attracting potential clients and investors. For more, read?Alex Ortolani’s?latest for?WealthManagement.com:?https://lnkd.in/e6zDzFvM #wealthmanagement #mergersacquisitions #privateequity #futureproofcitywide #wealthtech #fintech #finserv ( ?? credit: Patrick Trousdale - thank you!)

#Advisors build portfolios with purpose, so why not take that same approach with your tech stack? On the?WealthTech on Deck?podcast with?Jack Sharry, co-founder and executive chairman,?Doug Fritz?shared why advisors need to also carefully curate their tech stack to achieve their desired outcome. "We're built to be like an advisor would be. We're going to help you build a portfolio of technology, and then we're going to be with you forever as your partner in the execution and implementation.” Tune in for more insights on how intentional technological integration enhances client relationships:?https://lnkd.in/eBUpVp2x #wealthtech #wealthmanagement

?? 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