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Can Financial Technology Catch Alexa? – with Doug Fritz

This episode of Permission to Succeed features Doug Heikkinen and Doug Fritz, founder & CEO of F2 Strategy, discussing financial technology and how financial advisors should be thinking about it, evaluating their options, and planning for the future. They also talk about how Doug’s passion for helping people led him to found F2 Strategy, and advice he has for others looking to make the leap and start their own companies.

In this podcast, you will hear:

  • How FinTech is playing catch-up to investor expectations in a world of Alexa and rideshare apps
  • How to know if you have good technology in place
  • The importance of purposefully making and adapting to change to build the muscle memory necessary to do it again and again
  • Key points to consider when evaluating new technology solutions

RESOURCES:  F2 Strategy

Related: Success is Built on “We” with Ross Marino

Presented by: Thompson IM Funds, Inc.