Jaci Stanton, Managing Director at F2 Strategy, facilitated a conversation between three leading women in wealth management technology: Dana Rhodes, Chief Operation Officer at Axtella, Shannon Eusey, CEO of Beacon Pointe Advisors, and Lori Hardwick, Strategic Advisor at Genstar Capital.
Part 4 of this series focuses on how to balance inorganic and organic growth.
Up Next in Conversations with Women in WealthTech
Pt 1 | Serving Women and the Next Generation of Clients
Pt 2 | The Timing of Inorganic Growth or Capital Infusion
Pt 3 | What to Look for in Equity Partner
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