Josh Roesslein
Josh is managing director at F2 Strategy. Josh has spent his career guiding wealth management professionals with smarter marketing plans. He is a foremost industry expert on social media, content strategy, client relationship management, and advisor recruiting. Josh has presented at dozens of industry conferences and consulted with CEOs, CMOs, senior marketing leaders, branch managers and financial advisors across the country. Prior to F2 Strategy, Josh was the Co-Founder of SKY Marketing Consultants where he focused on operations, finance, and relationship management.
In his free time, he finds any excuse to be outdoors, mainly in or around water. This includes camping near a lake or river, float trips, swimming, fishing, boating, jet skiing, or just sitting on a dock soaking up nature. He is based in St. Louis.
- SKY Marketing Consultants
- Edward Jones
- Wells Fargo Advisors
What has changed the most since you started out in the industry?
The ability to collaborate and be productive working from the office or from home. Technology has unlocked an amazing convenience for us to easily connect with team members and clients regardless of physical location. When I started in the wealth management industry, I couldn’t have imagined the ability to access systems and files, and instantly chat or video call with multiple people across multiple locations and time zones, with a click of a button no matter where I’m at.
What are three words that describe how you do your job?
Honestly, transparently, and logically. I’m honest with those I work with and build relationships based on trust. I believe in being transparent when I communicate and appreciate transparency in return. And I enjoy analyzing different situations using reason (and common sense) to come up with the best solution(s).
What are you most passionate about in your role at F2 Strategy?
I’m most passionate about learning new and more efficient ways to serve our clients. I’m not one you will ever hear say, “that’s how we’ve always done it.” The world is evolving and innovating so quickly. It’s exciting to work at a company tackling change and innovation head-on.
Josh Roesslein
Josh is managing director at F2 Strategy. Josh has spent his career guiding wealth management professionals with smarter marketing plans. He is a foremost industry expert on social media, content strategy, client relationship management, and advisor recruiting. Josh has presented at dozens of industry conferences and consulted with CEOs, CMOs, senior marketing leaders, branch managers and financial advisors across the country. Prior to F2 Strategy, Josh was the Co-Founder of SKY Marketing Consultants where he focused on operations, finance, and relationship management.
In his free time, he finds any excuse to be outdoors, mainly in or around water. This includes camping near a lake or river, float trips, swimming, fishing, boating, jet skiing, or just sitting on a dock soaking up nature. He is based in St. Louis.
- SKY Marketing Consultants
- Edward Jones
- Wells Fargo Advisors
What has changed the most since you started out in the industry?
The ability to collaborate and be productive working from the office or from home. Technology has unlocked an amazing convenience for us to easily connect with team members and clients regardless of physical location. When I started in the wealth management industry, I couldn’t have imagined the ability to access systems and files, and instantly chat or video call with multiple people across multiple locations and time zones, with a click of a button no matter where I’m at.
What are three words that describe how you do your job?
Honestly, transparently, and logically. I’m honest with those I work with and build relationships based on trust. I believe in being transparent when I communicate and appreciate transparency in return. And I enjoy analyzing different situations using reason (and common sense) to come up with the best solution(s).
What are you most passionate about in your role at F2 Strategy?
I’m most passionate about learning new and more efficient ways to serve our clients. I’m not one you will ever hear say, “that’s how we’ve always done it.” The world is evolving and innovating so quickly. It’s exciting to work at a company tackling change and innovation head-on.
