Artificial Intelligence: Giving advisors the gift of time

For so many advisors, their current technology and reporting capabilities enable them to do a million things except one: Spend more time with clients. Learn more about the way F2 Strategy sees AI as a way for advisors to scale their high-tech high-touch client experience and save time doing it. 

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Liz Fritz
Wealth Clients Will Increasingly Expect Values & Social Alignment

Working closely with advisors for nearly 20 years and spending thousands of hours talking about their interactions with clients, one consistent theme shared by each of them is a passion for helping clients achieve their goals.  I often hear words like ‘It’s my job to make sure my client’s investments don’t keep them up at night!’ 

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