"By end of 2025, 50% of Advisors will be leveraging AI tools for client meetings, task management, follow up."

What happens when one of the sharpest minds in wealthtech gets behind the mic? In this episode, Doug Fritz, Co-Founder and Executive Chairman of F2 Strategy, sits down with host Shannon Spotswood for a high-impact conversation on how AI, data, and digital strategy are reshaping the future of financial advice.

Doug pulls back the curtain on the real use cases for AI—tangible productivity gains like AI-driven meeting notes, client task automation, and internal search tools designed to give time back to Advisors. He also dives into the hidden cost of fragmented tech stacks and why businesses need to rethink their approach to data if they want to drive scale, personalization, and enterprise value.

Whether you’re wrestling with fragmented tech stacks, exploring AI integrations, or rethinking your growth model, this conversation offers real-world guidance on leading with clarity, strategy, and intentional adoption.

What You’ll Learn:

·     Why AI is more than a buzzword (and how it's saving top Advisors hours every week)

·     The danger of over-hyped tech and how to spot real value

·     How firms should think about data architecture, not just dashboards

·     The hidden risks in fragmented tech stacks

·     The difference between “being organized” and being scalable

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Connect

·     Shannon Spotswood

·     RFG Advisory



About Our Guest

Doug Fritz is the Co-Founder and Executive Chairman of F2 Strategy, a premier wealthtech consulting firm that helps wealth management firms modernize their digital and data strategy. A former Chief Technology Officer at First Republic and Wells Fargo Private Bank, Doug brings decades of firsthand industry experience to every conversation—blending his deep understanding of Advisor workflows with a passion for smart, scalable tech solutions. At F2 Strategy, Doug leads a team that’s driving transformation across the wealth management space, helping RIAs and enterprises leverage technology that helps move the needle.   

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.