This week on WealthTech unwrapped, Ned speaks with Doug Fritz, Founder and CEO of F2 Strategy. They discuss the humble beginnings of WealthTech and Doug's views on how it has evolved to what it is today.

Key Takeaways:

1. Encouraging a certain level of risk tolerance within your WealthTech project team and granting them the freedom to iterate quickly and embrace potential failures is vital for both learning and achieving success. This principle holds true not only in WealthTech but also in the broader tech industry.
2. When constructing a wealth management journey, it is crucial to deliberately plan and define the desired experience. Leveraging technology can consistently deliver exceptional experiences aligned with those intentions. However, many wealth management firms overlook this opportunity to create consistent and remarkable experiences.