Navigating Technology Challenges in Wealth Management

About this episode…

Technology has become the heartbeat of advisory firms, driving everything from client experience to back-office efficiency and long-term enterprise value. It’s a growth engine, a differentiator, and, for many firms, a source of both opportunity and frustration. This is why building the right strategy – one that’s future-proof, practical, and tailored for your firm – proves to be easier said than done.

Doug Fritz understands this better than most. As a former CTO at First Republic Wealth Management and a senior executive at Wells Fargo Private Bank, Doug has witnessed firsthand how large firms build – and sometimes misfire – when it comes to technology. Those experiences led him to co-found F2 Strategy with his wife, Liz. Together, they’re on a mission to deliver enterprise-grade strategy and an outsourced CTO model to RIAs and other wealth management firms looking to level up.

In this episode, Doug talks with Louis Diamond about what he’s seeing across the industry, including:

• The “aha” moments that push firms to rethink their approach—and what top-performing firms and advisors are doing differently.
• The biggest tech challenges advisors and firms face—and how “common mistakes” can be avoided.
• The client experience—and how the effective use of technology can drive greater engagement and efficiency.
• The proliferation AI—and how to move beyond the hype and start experimenting with intention.
• Future-proofing your business—and what smart, strategic tech choices you should consider today.

Whether you’re building your first tech stack, looking to integrate AI, or just wondering what the most successful firms are doing behind the scenes, this episode is a mini-masterclass in modern advisory strategy.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.