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
What We Do
“If you don’t have time to do it right, when will you have time to do it over?” – John Wooden
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 take-aways regarding industry technology!
*Fidelity Investments is an independent company, unaffiliated with RIA Oasis