“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 Spotswood for a high-impact conversation on how AI, data, and digital strategy are reshaping the future of financial advice.
Doug pulls back the curtain on the real use cases for AI—tangible productivity gains like AI-driven meeting notes, client task automation, and internal search tools designed to give time back to Advisors. He also dives into the hidden cost of fragmented tech stacks and why businesses need to rethink their approach to data if they want to drive scale, personalization, and enterprise value.
Whether you’re wrestling with fragmented tech stacks, exploring AI integrations, or rethinking your growth model, this conversation offers real-world guidance on leading with clarity, strategy, and intentional adoption.
What You’ll Learn:
- Why AI is more than a buzzword (and how it’s saving top Advisors hours every week)
- The danger of over-hyped tech and how to spot real value
- How firms should think about data architecture, not just dashboards
- The hidden risks in fragmented tech stacks
- The difference between “being organized” and being scalable
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