Conversations with Women in Wealth Management

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.

This 5-part series covers a broad range of topics these female leaders address every day including the best ways to serve women and next generation of clients, organic and inorganic growth, equity partnerships, and more. We thank them for sharing their real-world experiences with us and offering our listeners actionable take aways to improve their own businesses.

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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

Pt 4 | Balancing Inorganic and Organic Growth

Pt 5 | The Importance of Platform Consistency during Growth