Today’s guest is Mike Betz from F2 Strategy.
Mike join us to talk about:
How to build a technology stack for breakaway and established RIA firms
Which piece of the stack should be the hub for the rest of a firm’s data
Which portfolio accounting technologies are doing the most innovative work
Why he likes to go off the beaten path to find the best tacos
Listen below right now.
Learn more about Summit, courtesy of their website:
As we work with advisors again to build innovative solutions, we are extremely excited and thankful to be able to introduce Summit’s WealthOS. We embarked upon this journey at the end of 2019 with two goals in mind: to build a modern platform to make a significantly positive impact on wealth management and to build a company that reflects the world that we want to live in. While our WealthOS is a tangible evidence of our first goal, our team is a living, growing and evolving example of our equally important second goal…a team and company we are incredibly proud of. In doing this, our daily work together is what brings us together, our shared values are what bonds us and motivates us to grow together. It’s the humans behind the software that we are most proud of.
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