WealthTech Gets Vocal | On The Road With The Man In The Van

In this episode, Alois Pirker shares the human-side of wealth management research, his origin story, personal and professional motivations and the future of wealthtech digital client experiences from an insider’s perspective.  Alois Pirker is the Wealth Management Research Director at Aite Group, specializing in trends in the wealth management market. He has published extensively on topics including the registered investment advisor space, financial planning, separately managed accounts, and advisor-focused platforms and tools.

Toussaint Bailey is an uplifter, impact investor, Founder of the Just Listen Project and CEO of Enso Wealth Management, a Northern California based RIA focused on translating wealth into fulfillment for their clients. In this episode, Toussaint and Doug discuss the synergistic values that define a collective society and the importance of engaging in trusting relationships and seeking self-awareness to fuel your journey as an individual, a leader and the positive impact this can have on the larger community.

Allison Kvikstad is a Senior Private Wealth Advisor at Ellevest, a financial company built by women, for women. We broke our conversation with Allison into two sections. For this first section, Doug Fritz talks with Allison about her journey in becoming a wealth advisor and what keeps her motivated in serving her clients in a high tech, women-led firm.   In our next episode, coming soon, Doug and Allison shift to focus specifically on her experience as an advisor moving from a large firm to a high growth financial firm.

Grant Wernick is the CEO & Founder of three successful tech ventures, his most recent being Fletch, which is in close beta now. Grant is passionate about inventing technology and building companies that make it possible for anyone to be able to interact with and extract meaningful insights from data.In this episode, Grant shares an exclusive look into what your successful entrepreneur and founder clients expect from their wealth advisors and the golden ticket into successfully prospecting this creative, boundary-pushing, loyal demographic.

We're excited to share some news about a project we've been working on. F2 is launching a podcast! Doug Fritz takes his camper van in search of the human stories within # wealth management through the perspectives of end-clients, advisors and leaders.Get a first look at WealthTech GETS VOCAL | On The Road With The Man In The Van now and stayed tuned for our first episode coming soon!