Lisa Asher, CFA
@LisaAsherF2
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WealthTech | Client Experience | Former Advisor | Obsessed with Dogs | Has Passport, Will Travel
Joined January 2022
What else would you add to the conversation about #DigitalClientExperience in #WealthManagement? This is such a complex topic and from a #WealthTech perspective, so many tools intersect into the DCX at some point. I'd love to know how you're talking about this important topic.
A delightful digital experience isn’t just important to millennials & Gen Z- 72% of all investors of say online info about a firm is influential in hiring an advisor. Read this + 6 more things @LisaAsherF2 says no one says about #digitalclientexperience
https://t.co/q7QlariTt2
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AI Town Hall: Implementation for Today, Strategy for tomorrow with @lamonsa4 @F2_Strategy, @RitikM @SavvyWealthInc, Dr Mark Evans @ConquestPlanInc with @finplan’s own @justinlmack #Invest23
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📢 Join our team at @getlevelbest as an Ops Analyst! 🔍 Part-time availability required. 🚀 💼 Deep understanding of practice management and operations? 🔬 Enjoy research and development? 💡 👉 Apply here: https://t.co/ruqoeUUqmZ 🔄 RT to spread the word! ✨ #Hiring #finserv
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A lot of SC team members have grappled with this. But guess what, I see it as a strength, because they still go out and kick ass every day. Thats my PSA, thanks for listening! Unfollow me if you don’t like anxious people. 😂 And let’s go get it. See you on stage again, soon. 😘
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Riskalyze Rebrand Announcement Raise Anticipation. Check. @Riskalyze Well done team! https://t.co/Kr9aPjnl6D
#WealthManagement #FinServ
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At F2 Strategy, we’re all about providing actionable insights to our network that helps you make great tech decisions within your business. If you’re interested in reading the latest outputs from our team, I welcome you to subscribe to our newsletter.
linkedin.com
At F2 Strategy, we’re all about providing actionable insights to our network that help you make great tech decisions within your business. If you’re interested in reading the latest outputs from our...
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Absolutely! Since firms’ technology needs change over time, and AdvisorTech software tools are constantly adding new features, conducting an annual tech stack audit can help ensure firms are maximizing their technology investments.
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Interesting metric from @AdvisorEngine’s Rich Cancro. Many of the advisory firms I talk to experience the same painpoint: poor system connectivity. I agree that we can #DoBetter than juggle +/- 5 integrations to connect our wealth management data. #T32023
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Are advisors reaching out to their clients who own small businesses, or who are employed by Fintechs? SVB has the potential to impact payroll & immediate cash flow needs. Your clients want to know that everything is going to be okay.
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SO fun and rewarding spending time in person this week with our F2 Strategy team - building deeper relationships and paving more rocketship pathways for our clients. Let’s go! 🚀 ✨
linkedin.com
SO fun and rewarding spending time in person this week with our F2 Strategy team - building deeper relationships and paving more rocketship pathways for our clients. Let’s go! 🚀 ✨
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BOOM 👇
Guess what’s required to get the most out of ChatGPT? … A human 😁
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Feb updates to the Kitces\Ezra Group #Advisortech Map: 🔋 Added: @ComplianceFIN @milemarkerco #Legacy 🛠 New Category: Data Warehousing 🔮 Moved to Advice Engagement: @Knudge Elements 🔮 Moved to Biz Systems: @hublyinc ⚰️ Deleted: TradingFont, Bitsy, Harvest, Plan Monitoring
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You don't need to beat the stock market. You just need to participate in it
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I asked ChatGPT to shorten a press release to 200 words. Image 1 is the original. Image 2 is ChatGPT. Image 3 is mine. ChatGPT did better with a few sentences, which I will use. @LexLions @DougLucente
@ObserverLex - you can try it too with community submissions :)
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The wealthtech landscape has seen steady growth since the Kitces\Ezra Advisortech Map was launched. Yet, no matter how many applications in a category, there always seems to be room for one more. https://t.co/GT2gci0Ybd
@robertsofia
@cherylnash2 @AaronKlein
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Congrats to the F2 Strategy team for this year’s Private Asset Management win in the *Best Business Consulting Firm for Family Offices* category! This recognition validates our industry’s commitment to technology and the role it plays in the future expe… https://t.co/vVbrjgfFuV
linkedin.com
Congrats to the F2 Strategy team for this year’s Private Asset Management win in the *Best Business Consulting Firm for Family Offices* category! This recognition validates our industry’s commitment...
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49 percent of those surveyed on the @Riskalyze and @MichaelKitces webinar said they're working on enhancing their client experience this year. #clientexperience
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Being on a napkin/paper towel makes it even better
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This month is Black History Month! As we celebrate the rich cultural heritage of African Americans, this month is a time to reflect on the many contributions and sacrifices they made that shaped the United States. Let's celebrate loud and proud! #blackhistorymonth #february
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