The Diamond Podcast for Financial Advisors: Doug Fritiz on AI, Strategy and the Future of Wealth Management

Published on June 20, 2025

F2 Strategy co-founder Doug Fritz offers a mini-masterclass on how the best advisory businesses utilize technology to create efficiencies and deliver a better client experience.

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Q&A: &Partners Founders Discuss the Power of Answering Advisor Calls at 5:30 a.m.

June 20, 2025
Two of &Partners’ founders, David Kowach and Kristi Mitchem, explain how they came to launch a boutique advisor model where no one person has more than a 5% equity stake.

Understanding the Client Retention Hurdle in RIA Sales

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Gladstone Group M&A consultant Derek Bruton reports that RIA sellers almost always clear the client retention mandate common in deal contracts.