Fintech has been instrumental in improving advisor efficiency. But that increased efficiency hasn’t necessarily led to meaningful growth.

As the wealth management industry continues to evolve, RIAs looking to redefine their value and tell their story more effectively have decisions to make. As they think about tools to help grow their businesses, can marketing technology (martech) help advisors stand out from the competition?

In this episode, Doug Fritz, Co-Founder and CEO of F2 Strategy, joins hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to dive into the question.

Listen as they explore:
 Ways to translate increased efficiency into business growth
 What can be gained by pairing marketing technology with wealth technology
 How curated content can help attract prospects and retain clients

Subscribe now, and connect with us on social media:
 YouTube
 LinkedIn
 Facebook

Get the transcript for this episode, with sources, at https://synergizepodcast.com/.

About Doug Fritz:

Doug is the co-founder and CEO of F2 Strategy, a wealthtech management consulting firm serving RIAs and other financial services providers.
Previously, he was the Chief Technology Officer of First Republic Bank and a Senior Vice President at Wells Fargo Wealth Management Group.
He is a recipient of the 2021 ThinkAdvisor Thought Leadership and Education LUMINARIES award.

Doug Fritz and F2 Strategy are not affiliates of TradePMR.

More About Doug:

LinkedIn:   / dougfritz  
Website: https://www.f2strategy.com/team/doug-...

If you want to join the conversation or connect with us, please visit us at
synergize.advisorevolutionsciences.com.

This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of TradePMR or its affiliates. TradePMR and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR. TradePMR does not provide investment advice, tax advice or legal advice. TradePMR is a Member of FINRA and SIPC. Trade-PMR, Inc. is registered with the Securities and Exchange Commission (SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC,
Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Copyright 2024 Trade-PMR, Inc.