If you're feeling some surprising headaches — frustration with processes that used to be easy, questions about how to reach the next rung on the ladder, or pressure from larger and smaller RIAs — you’re not alone. These are all common feelings for RIAs with $4 billion to $15 billion in AUM.
Whether you want to improve your margins with more efficient systems, expand your marketing to achieve higher organic growth rates, or plan for PE investment, modern technology and marketing strategies can work together to drive growth.
F2 believes success starts and ends with the right advice. We are experts in technology and marketing who have literally walked in your shoes in past roles at RIAs and wealth management institutions. We combine this unique experience with our proprietary industry research and real-world experience to help you make great decisions.
We work with you to understand your individual challenges and goals and create a strategy that clearly delivers operational efficiency, branding and messaging that articulate your value proposition, and innovation that improves the client and advisor experiences.
With automation and workflows, streamline your ability to scale and support the client experience and back-office processes as you grow.
Establish a strong value proposition and position yourself to attract new clients and advisors.
Bring in the right experts to complete an implementation and encourage user adoption to achieve maximum ROI.
Make processes easier, align leadership with technology and marketing, establish new lead generation practices, or determine the viability of your foundational business model.
Have a trusted partner in selecting the right tools for your specific needs rather than selling a “preferred solution.”
Ensure the right resources are always available and can flex as future needs arise.
Save time and avoid costly missteps with insight on where to invest and where not to invest.
Align leadership on the vision and then build a technology roadmap to make that vision a reality.
Remove emotion and rely on evidence to unleash your firm’s opportunities.
.png)
