<p>As the world becomes more comfortable with rapid technology advancements, has your firm considered how the client experience is changing as a result? With seemingly endless options, how do you know where to make investments that have a lasting impact? Doug Fritz, CEO of F2 Strategy, joins Catherine Williams, Dimensional's Head of Practice Management, to discuss areas of technology advisors should consider to support firm growth, and how to determine which ones best fit your unique business needs.</p>

As the world becomes more comfortable with rapid technology advancements, has your firm considered how the client experience is changing as a result? With seemingly endless options, how do you know where to make investments that have a lasting impact? Doug Fritz, CEO of F2 Strategy, joins Catherine Williams, Dimensional's Head of Practice Management, to discuss areas of technology advisors should consider to support firm growth, and how to determine which ones best fit your unique business needs.

Why Leveraging Technology in Your Advisory Firm Has Never Been More Important

Managing Your Practice is dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience. Dimensional Fund Advisors delivers insights based on our history of industry-leading financial advisor benchmark studies and client surveys. We help advisors leverage those insights when making the critical business decisions successful firms face every day.

The information is provided in good faith without any warranty and is intended for informational purposes only. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. 
All expressions of opinion are subject to change. 
Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Business

Entrepreneurship

Management

Managing Your Practice is dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience. Dimensional Fund Advisors delivers insights based on our history of industry-leading financial advisor benchmark studies and client surveys. We help advisors leverage those insights when making the critical business decisions successful firms face every day. The information is provided in good faith without any warranty and is intended for informational purposes only. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. All expressions of opinion are subject to change. Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Share Why Leveraging Technology in Your Advisory Firm Has Never Been More Important

Sign up to save your podcasts

Why Leveraging Technology in Your Advisory Firm Has Never Been More Important

Why Leveraging Technology in Your Advisory Firm Has Never Been More Important

More shows like Managing Your Practice

The Tim Ferriss Show

Investing Insights

Masters in Business

Notes on the Week Ahead

Invest Like the Best with Patrick O'Shaughnessy

Founders

Animal Spirits Podcast

The Rational Reminder Podcast

The Daily Stoic

The Long View

Sound Investing

Kitces and Carl - Real Talk for Real Financial Advisors

Morning Brew Daily

Huberman Lab