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105: Liz Fritz, Co-Founder of F2 Strategy, a Boutique Tech Consultancy on Leading with Authenticity in the Wealth Space While Building a Thriving Family

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Manage episode 493486554 series 3444076
Content provided by Stacy Havener. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stacy Havener or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Picture this: You’ve got a big job in finance, two tiny humans at home, and a brutal 90-minute commute. Then one day, you trade it all in to start a business with your husband.

That’s exactly what Liz Fritz did.

In this Episode, she joins Stacy Havener to chat about:

  • Taking the leap from corporate to co-founder (with two babies in tow)
  • What it’s actually like building a company with your spouse
  • Why staying in your lane is the secret to growing fast without burning out
  • How story and authenticity help you stand out in the wealth management world
  • The future of AI in finance
  • Owning her voice in a male-dominated industry (and the resource that helped her do it)

More about Liz:
Liz Fritz is the Co-Founder and legacy CMO of F2 Strategy, the largest pure-play wealthtech consultancy in the U.S. With nearly 20 years of experience leading marketing for HNW and UHNW brands like Wells Fargo, U.S. Bank, and BNP Paribas, Liz knows how to turn strategy into real business growth—especially in the entrepreneurial and M&A space. She's a frequent industry speaker, a fierce advocate for women in wealthtech, and a champion of workplace well-being. Liz lives just outside Chicago with her husband (and F2 co-founder) Doug, their two boys, and one very lovable Labradoodle.

Resources Mentioned in This Episode:

The Hard Thing About Hard Things

The Confidence Code: The Science and Art of Self-Assurance---What Women Should Know

Blue Mind


Want More Help With Storytelling?

+ Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe

- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros.Join Havener Capital’s exclusive membership


- - -
Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap

- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership

  continue reading

106 episodes

Artwork
iconShare
 
Manage episode 493486554 series 3444076
Content provided by Stacy Havener. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stacy Havener or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Picture this: You’ve got a big job in finance, two tiny humans at home, and a brutal 90-minute commute. Then one day, you trade it all in to start a business with your husband.

That’s exactly what Liz Fritz did.

In this Episode, she joins Stacy Havener to chat about:

  • Taking the leap from corporate to co-founder (with two babies in tow)
  • What it’s actually like building a company with your spouse
  • Why staying in your lane is the secret to growing fast without burning out
  • How story and authenticity help you stand out in the wealth management world
  • The future of AI in finance
  • Owning her voice in a male-dominated industry (and the resource that helped her do it)

More about Liz:
Liz Fritz is the Co-Founder and legacy CMO of F2 Strategy, the largest pure-play wealthtech consultancy in the U.S. With nearly 20 years of experience leading marketing for HNW and UHNW brands like Wells Fargo, U.S. Bank, and BNP Paribas, Liz knows how to turn strategy into real business growth—especially in the entrepreneurial and M&A space. She's a frequent industry speaker, a fierce advocate for women in wealthtech, and a champion of workplace well-being. Liz lives just outside Chicago with her husband (and F2 co-founder) Doug, their two boys, and one very lovable Labradoodle.

Resources Mentioned in This Episode:

The Hard Thing About Hard Things

The Confidence Code: The Science and Art of Self-Assurance---What Women Should Know

Blue Mind


Want More Help With Storytelling?

+ Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe

- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros.Join Havener Capital’s exclusive membership


- - -
Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap

- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership

  continue reading

106 episodes

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