Santa Cruz, CA, USA
Categories:The wealth management industry has turned a significant corner on FinTech. Firms know that if they don’t embrace technology, they’ll fall behind. But what many don’t realize is this: a firm is only as valuable as its data. The question is, who owns yours? Doug Fritz will walk you through the data journey; starting with knowing what you have access and control of, and how to use your firm’s data to build a foundation that will bring valued return.
In 2022, there is more pressure than ever for firms to invest in the right technology solutions. The race is on. On the other hand, this means risk is at an all-time high if they make the wrong decision. Loss of time, credibility and money is no longer an acceptable cost of doing business. Knowing how to make better decisions, and avoiding bad ones, is a skill few wealth executives have mastered. In this signature talk, Doug Fritz uncovers some of the most common, most detrimental bad decisions firms often make – and how to avoid them.
The chasm between our industry’s technology “have’s” and “have-nots” is expanding faster than ever. Firms know they should embrace a technology-first approach, but many wonder: what is the real price tag on innovation? Doug Fritz will take firms through the valuation journey from the perspective of both M&A buyers and sellers to show audience members exactly how technology can lead to higher valuations – and lower risk.
Doug Fritz | The Future of Advice™ - YouTube
Doug Fritz Talks With Ellevest Wealth Advisor Allison Kvikstad About ...
Users also viewed these speakers:This website is a resource for event professionals and strives to provide the most comprehensive catalog of thought leaders and industry experts to consider for speaking engagements. A listing or profile on this website does not imply an agency affiliation or endorsement by the talent.
All American Entertainment (AAE) exclusively represents the interests of talent buyers, and does not claim to be the agency or management for any speaker or artist on this site. AAE is a talent booking agency for paid events only. We do not handle requests for donation of time or media requests for interviews, and cannot provide celebrity contact information.
If you are the talent and wish to request a profile update or removal from our online directory, please submit a profile request form.
The wealth management industry has turned a significant corner on FinTech. Firms know that if they don’t embrace technology, they’ll fall behind. But what many don’t realize is this: a firm is only as valuable as its data. The question is, who owns yours? Doug Fritz will walk you through the data journey; starting with knowing what you have access and control of, and how to use your firm’s data to build a foundation that will bring valued return.
In 2022, there is more pressure than ever for firms to invest in the right technology solutions. The race is on. On the other hand, this means risk is at an all-time high if they make the wrong decision. Loss of time, credibility and money is no longer an acceptable cost of doing business. Knowing how to make better decisions, and avoiding bad ones, is a skill few wealth executives have mastered. In this signature talk, Doug Fritz uncovers some of the most common, most detrimental bad decisions firms often make – and how to avoid them.
The chasm between our industry’s technology “have’s” and “have-nots” is expanding faster than ever. Firms know they should embrace a technology-first approach, but many wonder: what is the real price tag on innovation? Doug Fritz will take firms through the valuation journey from the perspective of both M&A buyers and sellers to show audience members exactly how technology can lead to higher valuations – and lower risk.
Doug Fritz is a keynote speaker and industry expert who speaks on a wide range of topics such as Who Owns Your Data?, The Anatomy of a Bad Decision and The Price Tag of Innovation. The estimated speaking fee range to book Doug Fritz for your event is $5,000 - $10,000. Doug Fritz generally travels from Santa Cruz, CA, USA and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances. Similar motivational celebrity speakers are Zach Piester, Nicole Yeary, Beez Hendricks, Viola Llewellyn and Jimmy Song. Contact All American Speakers for ratings, reviews, videos and information on scheduling Doug Fritz for an upcoming live or virtual event.
The wealth management industry has turned a significant corner on FinTech. Firms know that if they don’t embrace technology, they’ll fall behind. But what many don’t realize is this: a firm is only as valuable as its data. The question is, who owns yours? Doug Fritz will walk you through the data journey; starting with knowing what you have access and control of, and how to use your firm’s data to build a foundation that will bring valued return.
In 2022, there is more pressure than ever for firms to invest in the right technology solutions. The race is on. On the other hand, this means risk is at an all-time high if they make the wrong decision. Loss of time, credibility and money is no longer an acceptable cost of doing business. Knowing how to make better decisions, and avoiding bad ones, is a skill few wealth executives have mastered. In this signature talk, Doug Fritz uncovers some of the most common, most detrimental bad decisions firms often make – and how to avoid them.
The chasm between our industry’s technology “have’s” and “have-nots” is expanding faster than ever. Firms know they should embrace a technology-first approach, but many wonder: what is the real price tag on innovation? Doug Fritz will take firms through the valuation journey from the perspective of both M&A buyers and sellers to show audience members exactly how technology can lead to higher valuations – and lower risk.
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This website is a resource for event professionals and strives to provide the most comprehensive catalog of thought leaders and industry experts to consider for speaking engagements. A listing or profile on this website does not imply an agency affiliation or endorsement by the talent.
All American Entertainment (AAE) exclusively represents the interests of talent buyers, and does not claim to be the agency or management for any speaker or artist on this site. AAE is a talent booking agency for paid events only. We do not handle requests for donation of time or media requests for interviews, and cannot provide celebrity contact information.
If you are the talent and wish to request a profile update or removal from our online directory, please submit a profile request form.
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