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

"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. https://t.co/hhMnRYRvhE

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: https://t.co/pVu5lCGjwL #WealthManagement

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 https://t.co/O7k66hdHQe

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

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!!

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: https://t.co/wWQ7BFWNPC #fintwit #wealthtech

Trying to lighten the Twitter feed today…

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!

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!

Excited to highlight the career and impact of @MkateMama on our industry! Thank you for your contributions! #womeninwealthtechtowatch #womeninwealth

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

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: https://t.co/Q33dZg67ny

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

Get it @LizFritz319 !! Book your tickets now people!

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!

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… https://t.co/dVNZf0ov7s

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

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: https://t.co/wWQ7BFWNPC

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 https://t.co/IOr5I0DDtg