Tag Archives: #fintech

Episode 39 – Can Financial Technology Catch Alexa? – with Doug Fritz

This episode of Permission to Succeed features Doug Heikkinen and Doug Fritz, founder & CEO of F2 Strategy, discussing financial technology and how financial advisors should be thinking about it, evaluating their options, and planning for the future. They also talk about how Doug’s passion for helping people led him to found F2 Strategy, and advice he has for others looking to make the leap and start their own companies.

In this podcast, you will hear:

  • How FinTech is playing catch-up to investor expectations in a world of Alexa and rideshare apps
  • How to know if you have good technology in place
  • The importance of purposefully making and adapting to change to build the muscle memory necessary to do it again and again
  • Key points to consider when evaluating new technology solutions


RESOURCES:  F2 Strategy 

Episode 27 – Leveraging FinTech to Help Clients Manage Financial Wellness – with Larry Shumbres

Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Larry Shumbres, CEO of Totum Risk, discussing the evolution of FinTech, the role data plays in helping Advisors plan for their clients’ financial wellness throughout their lifecycle, and the highs and lows of being an entrepreneur in this industry.

In this episode, you will learn:

  • How technology and advice are consolidating into single platforms across the industry.
  • How improvements in cybersecurity allow the flow of data to be transferrable and easy.
  • How Advisors are consolidating data from multiple sources to calculate financial wellness over the totality of their clients’ lives.
  • Larry’s advice for fellow entrepreneurs coming into this industry.


IRIS Media Works recorded 16 Permission to Succeed podcasts from our pop-up podcast “studio” in the Discovery Data booth at IMPACT 2019. Fueled by coffee and the conference energy swirling around us, we had a great time talking to leaders from across the financial services industry. Thank you to Discovery Data and to our guests for participating in this grand experiment. We hope you enjoy and learn from these conversations as much as we did.

RESOURCES: Totum Risk |Totum Risk LinkedIn | Discovery Data

HASHTAGS FOR PUBLISHING: #IRISMediaWorks #PowerYourAdvice, #PermissiontoSucceed #TotumRisk #LarryShumbres #DiscoveryData #SchwabIMPACT # risk, #fintech, #investors, #investments, #risktolerance, #capacity