This month is Black History Month! As we celebrate the rich cultural heritage of African Americans, this month is a time to reflect on the many contributions and sacrifices they made that shaped the United States. Let's celebrate loud and proud! #blackhistorymonth #february

Being on a napkin/paper towel makes it even better

49 percent of those surveyed on the riskalyze and MichaelKitces webinar said they're working on enhancing their client experience this year. #clientexperience

Happy Friday from the hardest working co-workers out there! @JDillionAsher

Congrats to the F2 Strategy team for this year’s Private Asset Management win in the *Best Business Consulting Firm for Family Offices* category! This recognition validates our industry’s commitment to technology and the role it plays in the future expe…lnkd.in/g3FuR-gj

I asked ChatGPT to shorten a press release to 200 words. Image 1 is the original. Image 2 is ChatGPT. Image 3 is mine. ChatGPT did better with a few sentences, which I will use. Lexington Lions Doug Lucente LexObserver - you can try it too with community submissions :)

The wealthtech landscape has seen steady growth since the Kitces\Ezra Advisortech Map was launched. Yet, no matter how many applications in a category, there always seems to be room for one more. bit.ly/3jXTmgG ROBERT SOFIA Cheryl Nash Aaron Klein 🇺🇸

You don't need to beat the stock market. You just need to participate in it

Feb updates to the Kitces\Ezra Group #Advisortech Map: 🔋 Added: FIN Compliance Milemarker #Legacy 🛠 New Category: Data Warehousing 🔮 Moved to Advice Engagement: knudge Elements 🔮 Moved to Biz Systems: Hubly ⚰️ Deleted: TradingFont, Bitsy, Harvest, Plan Monitoring

BOOM 👇

SO fun and rewarding spending time in person this week with our F2 Strategy team - building deeper relationships and paving more rocketship pathways for our clients. Let’s go! 🚀 ✨ lnkd.in/exkX5nmj

Are advisors reaching out to their clients who own small businesses, or who are employed by Fintechs? SVB has the potential to impact payroll & immediate cash flow needs. Your clients want to know that everything is going to be okay.

Interesting metric from AdvisorEngine’s Rich Cancro. Many of the advisory firms I talk to experience the same painpoint:  poor system connectivity. I agree that we can #DoBetter than juggle +/- 5 integrations to connect our wealth management data. #T32023

Absolutely! Since firms’ technology needs change over time, and AdvisorTech software tools are constantly adding new features, conducting an annual tech stack audit can help ensure firms are maximizing their technology investments.

At F2 Strategy, we’re all about providing actionable insights to our network that helps you make great tech decisions within your business. If you’re interested in reading the latest outputs from our team, I welcome you to subscribe to our newsletter. lnkd.in/gehY6xVv

Riskalyze Rebrand Announcement Raise Anticipation. Check. riskalyze Well done team! growthplatform.live #WealthManagement #FinServ

#Leadership

📢 Join our team at Level Best as an Ops Analyst! 🔍 Part-time availability required. 🚀 💼 Deep understanding of practice management and operations? 🔬 Enjoy research and development? 💡 👉 Apply here: portal.getlevelbest.com/public/form/vi… 🔄 RT to spread the word! ✨ #Hiring #finserv

AI Town Hall: Implementation for Today, Strategy for tomorrow with Scott Lamont F2Strategy, Ritik Malhotra Savvy Wealth, Dr Mark Evans Conquest Planning Inc. with Financial Planning’s own Justin L. Mack #Invest23