• Wealth as a Service: A New Era in Financial Strategy with Doug Fritz

  • Mar 11 2025
  • Length: 34 mins
  • Podcast

Wealth as a Service: A New Era in Financial Strategy with Doug Fritz

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  • Summary

  • In this episode, Jack Sharry talks with Doug Fritz, Founder & Executive Chairman of F2 Strategy. A seasoned veteran in the wealth management industry, Doug leads a team of experts at F2 Strategy and is a highly sought-after strategist, helping growth-focused advisory firms make informed decisions about their technology and client experience. Jack and Doug discuss the confluence of marketing and technology in the wealth management industry. Doug talks about true innovation and how firms can implement meaningful technology and marketing solutions that deliver real value to advisors. He also discusses F2 Strategy's expansion and acquisitions, AI-powered efficiencies, and the rise of Wealth as a Service (WaaS) in wealth management. In this episode: (00:00) - Intro (01:36) - Update on F2's recent expansion (03:37) - The confluence of marketing and technology in wealth management (06:27) - Aligning technology with business goals (09:26) - How F2 helps firms with tech and marketing (13:56) - The challenges of being a strategy partner (17:54) - Mitigating risk and ensuring successful technology implementation (19:49) - How F3 defines innovation (21:42) - Wealth as a Service (WaaS) (26:30) - Organic growth and its relationship to Wealth as a Service (29:32) - Doug's interest outside of work Quotes "We're built to be like an advisor would be. We're going to help you build a portfolio of technology, and then we're going to be with you forever as your partner in the execution and implementation of that when you need us." ~ Doug Fritz "It's fun to be helpful to great brands and great people that we work with in new ways and go deeper. Those relationships are everything to us, and they mean the world to us." ~ Doug Fritz "Innovation means getting it done. It isn't about theoretically picking a vendor that's innovative. It's actually getting it done and getting it into production." ~ Doug Fritz Links Doug Fritz on LinkedIn F2 Strategy SEI Fidelity Investments BlackRock State Street Global Advisors Franklin Templeton Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook
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