With Doug Fritz – Co-Founder and Executive Chairman, F2 Strateg

Overview

The co-founder of F2 Strategy, Doug Fritz, offers a mini-masterclass on how the best advisory businesses utilize technology to create efficiencies and deliver a better client experience. Discover how strategic choices in building a tech stack, incorporating AI, and other key elements can future-proof your business and serve as a distinct differentiator.

Watch…

Listen in…

> Download a transcript of this episode…

NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

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.

Related Resources

FinTech Disruptors: The CEO of eMoney on How to Elevate the Planning Experience
Susan McKenna, CEO of eMoney, explores the fintech firm’s evolution, competitive edge, and the role of technology in wealth management. She discusses how eMoney’s tools foster client conversations and enhance experiences, shares insights on the future, and more.

Finding the Shortest Path to Excellence Can Be a Game Changer for Advisors
Doing everything you can to deliver better service, drive growth, and achieve your goals faster can result in extraordinary benefits.

The 2025 Annual Report on Transitions and Deals for Financial Advisors – 2024 Activity Data
Data-driven insights and analysis on advisor transitions, deals, and the evolving wealth management industry landscape.

Doug Fritz
Co-founder and CEO

Doug Fritz is the co-founder and CEO of F2 Strategy. A veteran wealth management CTO and sought-after WealthTech consultant, Doug leads an all-star team of executives in technology-driven operations, digital client engagement, performance and implementation, among many other areas for clients. Through F2’s Outsourced CTO (OCTO) model and strategy consulting services, Doug is passionate about helping firms of all sizes deliver exceptional client and advisor experiences. Doug is also an accomplished industry thought leader, speaker and judge with American Banker, Financial Times, WM.Com, RIAIntel, InvestmentNews, Family Wealth Report, WealthStack, and Financial Planning. He is also a 2021 ThinkAdvisor Thought Leader Luminary and 2023 PAM award winner. Before founding F2 with his wife Liz Fritz, Doug was the CTO of First Republic Wealth Management. Prior, he was Senior Vice President of Wells Fargo Private Bank. Doug lives in Wilmette, IL.

Also available on your favorite podcast app and other media sites

Costa Concordia, naufrage d’un système