The first purchase price is the one that the seller receives. The second purchase price is the one that the seller pays by having sold to the wrong buyer.

Does Selling to Private Equity Increase Your Risk of Liability For Healthcare Fraud?

Proactive client engagement through technology has become paramount, which means the role of the CRM has evolved. In an increasingly uncertain economic environment, advisors must future-proof their business models to scale operations and expand their reach. A key area to revisit is their CRM system, which has become crucial for delivering personalized services and enhancing client engagement. 

In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, speaks with  Doug Fritz, CEO and founder of F2 Strategy, about the current state and future of CRM systems in the wealth management industry. 

Shannon and Doug discuss:

- The shift from traditional CRM systems to more integrated, automated solutions
- Key frustrations and wish list items for wealth management firms using CRM systems
- Differences in how firms view CRMs as either operational tools or client engagement tools
- The role of CRM maturity and workflow customization in increasing satisfaction

Connect with Shannon Rosic:

LinkedIn: https://www.linkedin.com/in/shannonrosic/
WealthStack website: https://informaconnect.com/wealthstack/ 
WealthManagement.com: https://www.wealthmanagement.com

Connect with Doug Fritz:

LinkedIn: Doug Fritz: https://www.linkedin.com/in/dougfritz/ 
F2 Strategy: https://www.f2strategy.com/

The WealthStack Podcast: Unpacking The State of CRM with Doug Fritz

The use of testimonials creates a powerful opportunity to amplify the potential reach of positive experiences through word-of-mouth sharing to new audiences. For financial advisors, online reputation is becoming increasingly important as clients turn to digital channels for information. Understanding how to leverage testimonials effectively can be a game-changer for business growth.

In this episode of WealthStack, Shannon Rosic, Director of WealthStack Content & Solutions, chats with Andrew Johnson, CEO, and Co-founder of Testimonial IQ, about why financial advisors should care about Google reviews, the role of compliance in managing testimonials, and how to align online presence with real-world client relationships.

Shannon and Andrew discuss:

- Understanding testimonials vs. endorsements
- Overcoming the fear of feedback
- What advisors need to know about SEO
- Future trends in online reputation management and the role of AI in compliance

Connect with Shannon Rosic:

LinkedIn: https://www.linkedin.com/in/shannonrosic/
WealthStack website: https://informaconnect.com/wealthstack/ 
WealthManagement.com: https://www.wealthmanagement.com

Connect with Andrew Johnson:

LinkedIn: Andrew Johnson: https://www.linkedin.com/in/andrew-b-johnson/ 
Testimonial IQ: https://www.testimonialiq.com/

About Our Guest:

An experienced FinTech entrepreneur, Andrew previously co-founded Datalign Advisory, an RIA referral platform where he serves as a board advisor. Before Datalign, he worked in management consulting with a focus on B2C marketing and in product/operations strategy with Meta (Facebook). Andrew served for five years in the Navy as a Surface Warfare Officer, including two deployments on the world’s finest Destroyer, USS O’Kane. Andrew earned his MBA from the University of Virginia and his BS from Davidson College. He resides with his family in Denver, CO.

Harnessing the Power of Testimonials for Business Growth with Andrew Johnson of Testimonial IQ

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New tracks tagged #M&amp;A,

New tracks tagged #M&A,