Building Multi-Generational Relationships Through Estate Planning

In this episode of Tech It Up, hosts Trent Barry and Jasmine Conner speak with Doug Fritz, Co-Founder and Executive Chairman of F2 Strategy.

Topics include:

• Key shifts in wealth management over the past decade
• The role of personalization and predictive tools
• Gaps in tech stacks and how to address them
• How to prioritize modernization during budget constraints

This episode is ideal for executives, advisors, and anyone thinking about the future of WealthTech.

Resources: F2 Strategy: f2strategy.com

Doug Fritz on LinkedIn: linkedin.com/in/doug-fritz