F2 Strategy

#ICYMI we recently released a survey which suggests RIAs aren’t including clients in the design of their advisory experience, nor are they adequately tracking client satisfaction with digital tools. Adam Van Deusen, CFP® revisits our findings and the importance of creating a compelling client experience in Weekend Reading for Financial Planners for Kitces.com! 📚Check out the study in the full blog post: https://lnkd.in/gHmBiciy #wealthmanagement #wealthtech

New Research: 🔹 The average organic growth rate has dropped annually since 2021 🔹 Only 67% of #wealthmanagement firms have an organic growth rate goal 🔹 Word-of-mouth tops the list of firms' organic marketing tactics Read our new trend report, "Wealth Management's Connection Between Marketing and Technology is Broken" to uncover strategies to connect marketing and technology for effective growth: https://lnkd.in/dvNkNtaB #wealthtech #fintech #finserve

Our May #womeninwealthtechtowatch is none other than Dana Rhodes, COO of Axtella. With over 20 years of #financialservices experience, Dana is a master at crafting impactful wealth management programs. Working closely with financial professionals, she uses her keen eye to identify their product and compliance needs, skillfully combining both to gain a panoramic view of the advisory landscape. Prior to joining Axtella, she held positions at Riskalyze (now Nitrogen), Kestra, and NFP Advisor Services.    Dana was the driving force and spirit behind establishing Axtella’s NOVA Women’s Collective, which enables its members to network, connect, gain insights from peers, openly exchange ideas, hear from industry leaders, and leverage a platform that turns the power of women’s perspectives into initiatives for positive transformation. She passionately advocates for the support and guidance of women in our industry and leads a united front in the pursuit of solidarity and success.   We hope you’ll follow, engage with and learn from this #womeninwealthtechtowatch as well as share your own!

Both Jaclyn (Klabunde) Stanton and Bryce Carter attended Wealth Management Edge. Here's their Two-Minute Take on the most talked-about topics of the event: https://lnkd.in/eKuqcebk #wealthmanagement #wealthtech

Happy Memorial Day!

We want you to know more about our team of experienced and talented #wealthtech professionals! Check out our employee spotlight series where we feature a team member every other Friday. Today meet senior manager Dave Smigielski. Read his full bio here: https://lnkd.in/ej4um-g4 #wealthmanagement #fintech

🦾A lot of powerful innovation hit the industry this past month with the introduction of new next-gen #AI tools and leadership change ups! Our CEO and co-founder Doug Fritz explores the latest headlines in May's #WordonWealthtech for WealthManagement. Read this month's column: https://lnkd.in/dsAe9sy4 #wealthmanagement #fintech

The importance of client experience has only grown in recent years, which is why we conducted research to dig into how those experiences are being created. Turns out, most of them are missing the input of clients themselves. Our report below outlines trends around client engagement and our recent insights share perspectives on the future of Family Offices' need to innovate for compliance.

We recently set out to find why millennials are breaking up with their #financialadvisors, and discovered two focus areas for increased retention - personalized digital experiences and responsiveness to feedback. Our study underscores the growing desire among younger generations for deeper involvement in their financial journey, particularly in shaping their advisor-client interactions. 📖Read more about these key findings and other industry news in the latest WealthStackRound up from Rob Burgess for WealthManagement.com: https://lnkd.in/eZpMXwp8 #wealthmanagement #wealthtech

❓ Is your #familyoffice ready to meet the compliance regulations of the Corporate Transparency Act? Read more about what the CTA means for the balance between compliance and confidentiality: https://lnkd.in/eYBrVWHz #wealthmanagement #wealthtech