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August 27, 2021 53 min

We’re thrilled to welcome Liz Fritz In The Suite for today’s inspiring episode. Liz is Chief Commercial Officer of F2 Strategy, a leading boutique management consulting firm based in Silicon Valley helping complex RIA, wealth and multi-family office firms improve their technical capabilities across the entire client and advisor experience.

Liz co-founded F2 Strategy in 2017, with her husband Doug, the company's CEO. Through F2 Strategy, this innovative husband-and-wife team brings their strengths and deep technological and marketing experience together to bridge the gap between emerging client's needs and the lack of digital wealth experience.  

In today's podcast, Liz takes us through her incredible journey. From attending UC Davis and studying to be an equine veterinarian to becoming head of Wealth Management Communications at Bank of the West/BNB Paribas - one of the top 10 wealth managers worldwide, to now forming her own company, after seeing how many top wealth management firms were ill-equipped to keep pace with technology & innovation. 

We also focus on what Liz affectionately calls, “Fluid Expectations,” the idea that competitive threats come from beyond the wealth management industry and are shaped by brands delivering an exceptional and innovative client experience. 

Join the Conversation to Learn About: 

  • Welcome Liz! (01:15) 
  • Wealth Tech Gets Vocal - Man in the Van Podcast (06:10) 
  • About F2 Strategy (06:30) 
  • How does Liz work with clients? (10:30)
  • The three wealthtech trends we need to pay attention to (13:05) 
  • What is a Chief Commercial Officer?  (18:40)
  • How can we bridge the gap between marketing and sales? (19:50) 
  • Liz’s backstory (27:50) 
  • The three areas for growth for women (32:40) 
  • Women in Wealth Tech series (40:00) 
  • Liz’s volunteer experience (44:10)
  • How to contact Liz (49:00)
  • Liz’s book recommendation (50:10) 
  • Resources:

  • Liz Fritz - LinkedIn
  • Liz Fritz Forbes Council
  • F2 Strategy Website 
  • Man in the Van Podcast 
  • Future Proof Your Business With Direct Indexing And Estate Planning” Webinar
  • “Braiding Seagrass” by Robin Wall Kimmerer on Amazon
  • Reese Witherspoon's Book Club - Hello Sunshine
  • Castilleja School in Palo Alto, CA  

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