The Diamond Podcast for Financial Advisors podcast

Advisor Tech Advice: AI, Strategy, and the Future of Wealth Management

19/06/2025

The Diamond Podcast for Financial Advisors

0:00

51:25

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.

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Advisor Tech Advice: AI, Strategy, and the Future of Wealth Management
19/06/2025
51:25
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.
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Advisor Tech Advice: AI, Strategy, and the Future of Wealth Management

The Diamond Podcast for Financial Advisors

Mais episódios de "The Diamond Podcast for Financial Advisors"

The Best of the Best: 10 Ways Top Advisors Are Growing Their Businesses— A Special Industry Update

Advisor Tech Advice: AI, Strategy, and the Future of Wealth Management

The Valuation Playbook: Ted Jenkin on the Metrics and Mistakes That Matter

From $125mm to $700mm: A Story of Growth and Grit in the Independent Broker Dealer Space

Who’s in Control: The Advisor or The Firm? A Special Industry Update

Ex-Merrill Leader’s Vision Comes to Fruition: John Thiel on Making the Advisor “The Value Proposition”

What It Really Takes to Become a Multi-Million-Dollar Producer: Author and Coach Dave Mullen’s Powerful and Proven Strategies

Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office

If You Build It, Will They Buy It? A Special Industry Update on M&A

The Canadian Wealth Management Perspective: One-on-One with the CEO of $35B Wellington-Altus