Operations. Meet Efficiency.
Kristen Schmidt is a 15+ year financial industry leader. First, as a COO with boots on the ground building a now $1 Billion+ RIA. Today, she provides her specialized expertise as a Business Operations Strategist & Consultant to Registered Investment Advisory firms.
Advisors and financial planners work with Kristen and RIA Oasis because:
- Technology is changing and firms can’t keep up
- Technology usage and adoption are very different things
- Successful firms use workflows to define best practices and create repeatable processes
Is your technology a need or a want? Are you suffering from a case of “Bling Disease?”
Watch the above video for the cure!
What We Do
Tech Assessment & Recommendation
Optimization of Current Technology
Best Practices & Workflow Building
Interested in Growing Your Firm with New Tech?
Get our free Tech Stack Infographic. Learn about the 4 essential tech tools helping RIA’s grow and become more efficient.
“If you don’t have time to do it right, when will you have time to do it over?” – John Wooden
Impactful Speaker - Actionable Take Away’s
Available for Conferences, Keynotes, Workshops & Panels
Kristen presents master classes in how to gain the most out of technology through efficiency. Drawing upon her wealth of experience in the financial services industry, she offers a unique & relatable perspective to the current technology hurdles felt throughout RIA’s across the country.
As an agnostic Tech Strategist, Kristen does not get paid by vendors, which gives her an unprecedented approach to tech as a true user & insider. Wealth/Stack, FPA events, Orion Ascent, & 2018 Fidelity* Institutional Operations Summits are just a few of the amazing speaking opportunities Kristen has executed, presenting to thousands of COO’s, Advisors, Planners & Executives.
Energize your next event with RIA Oasis!
Book Kristen to Speak at Your Event
*Fidelity Investments is an independent company, unaffiliated with RIA Oasis
Impactful Speaker with Actionable Take-Away’s
Available for Conferences, Keynotes, Workshops & Panel Discussions
Kristen draws upon her wealth of experience in the financial services industry and offers a unique, entertaining perspective on getting the most out of technology, & growing businesses through efficiency and optimization.
As a 2018 Fidelity* Institutional Operations Summit speaker, Kristen presented tech strategy tips & tricks to hundreds of COO’s, Advisors, Planners & Executives.
Energize your next event with actionable takeaways regarding industry technology!
Book Kristen to Speak at Your Event
*Fidelity Investments is an independent company, unaffiliated with RIA Oasis