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 1 of this series focuses on the need to think strategically about the best ways to serve women and next generation clients as they become a larger part of the investor population.
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: Culture
Pt 4 | Balancing Inorganic and Organic Growth
Pt 5 | The Importance of Platform Consistency during Growth
