ABOUT THIS EPISODE
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.
English
United States
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Disclaimer: The podcast and artwork embedded on this page are from Mindy Diamond Financial Advisor Recruiter and Consultant, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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