Strategies for Sustainable Business Growth with Randy Lambert
In this episode, Jack Sharry talks with Randy Lambert, EVP and Head of RIA Solutions at Intention.ly. Randy shares how his experience scaling Orion informs his work helping FinTech and RIA firms streamline operations, align marketing, and enhance client engagement. He highlights the importance of e…
Building a Full-Service Wealth Management Platform with Mike Capelle
In this episode, Jack Sharry talks with Mike Capelle, Co-founder & Co-CEO of Modern Wealth Management. From his decades-long career in wealth management, Mike has experience building advisor-client platforms that drive continuous growth. He was part of the team that co-founded, scaled, and sold Uni…
AI, Big Data and the Upcoming WealthTech Revolution | Doug Fritz & Michael Perez, F2 Strategy
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Doug Fritz and Michael Perez of F2 Strategy. They explore how AI has moved from hype to real-world adoption, particularly in areas like automated note-taking, client communications, and document processing. The discussio…
Advisor Tech Advice: AI, Strategy, and the Future of Wealth Management
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-pro…
Agentic AI, Tech Gaps, and What’s Next for Advisors with F2’s Doug Fritz
Doug Fritz is the co-founder and Executive Chairman of F2 Strategy, North America’s leading wealthtech consulting firm.
After a career as CTO and technology leader at Credit Suisse, Wells Fargo, and First Republic, Doug launched F2 Strategy to help RIAs, family offices, banks, and trust companies n…
Storytelling, Trust & Financial Journalism with Diana Britton (Ep. 27)
In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock are joined by Diana Britton, executive editor of WealthManagement.com and host of the award-winning podcast The Healthy Advisor.
Diana shares her journey from growing up in Los Angeles to building a caree…
Doug Fritz - The Chip On Your Shoulder Is Your Rocket Fuel to Entrepreneurial Success
Todays guest is Doug Fritz, Founder and Executive Chairman of F2 Strategy. In this conversation, Doug shares his life journey from a challenging childhood labeled as learning disabled to becoming a successful entrepreneur and co-founder of F2 Strategy. He discusses how he relied on his own resilien…
Episode 188 Future Proof Conversations: Doug Fritz
Doug Fritz is the Executive Chairman and Co-Founder of F2 Strategy, a leading research and consulting firm focused on technology, marketing, and operations for the wealth and asset management space. We sat down with Doug at Future Proof Citywide to discuss how F2 is helping advisors drive valuation…
The Definers Episode 9: Doug Fritz and the Outsourced CTO (and AI)
In this episode of The Definers, Chris Gale sat down with Doug Fritz, Founder and Managing Partner of F2 Strategy, to see how their team has shaped the idea of the outsourced CTO in private capital. We invited Doug to explain how this role is evolving in the rapidly developing AI age, and why it’s …
Unlocking Return on Time: Doug Fritz on How AI, Data & Martech Are Reshaping Wealth Management (Ep. 60)
"By end of 2025, 50% of Advisors will be leveraging AI tools for client meetings, task management, follow up."
What happens when one of the sharpest minds in wealthtech gets behind the mic? In this episode, Doug Fritz, Co-Founder and Executive Chairman of F2 Strategy, sits down with host Shannon S…
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