by Kristen Schmidt | Mar 1, 2021 | Speaking
Kristen Schmidt of RIA Oasis will be heading up the Business Consultant Lounge for the biggest event of the year for TD Ameritrade Institutional and its top Advisors. 1.29.19 – 1.31.19 World-class keynote speakers. Leading minds within our industry. Specialists...
by Kristen Schmidt | Jun 24, 2019 | Blog
I am a Tech Strategist. It’s true because it’s listed within my LinkedIn headline. While on the phone with my amazing consultant friend, I mentioned that I am doing a lot more tech talking and a little less tech implementing. “Our industry needs Technology...
by Kristen Schmidt | Dec 17, 2018 | Blog
Advisors & Planners are always looking for new ways to demonstrate the value they bring to client relationships. The Problem: Advisors & Planners assume that a client’s AUM defines the service they deserve. Just because a client has high AUM doesn’t...
by Kristen Schmidt | Jun 18, 2019 | Speaking
Wealth/Stack: Investing + Tech = The Future Of Advice 9.8.19 – 9.10.19 By advisors. For advisors. The first event of its kind. Bridging the gap between technology, investment management and practice management. Click here for more information Written...
by Kristen Schmidt | Jan 28, 2020 | Speaking
Kristen Schmidt of RIA Oasis joins an expert panel at the world’s largest ETF conference, discussing technology implementation and understanding 1.28.20 Understanding and deploying technology correctly could be the difference between growth and closing up shop...
by Kristen Schmidt | Aug 23, 2021 | Speaking
Kristen Schmidt of RIA Oasis joins an expert panel at the world’s largest ETF conference, discussing technology implementation and understanding 1.28.20 Understanding and deploying technology correctly could be the difference between growth and closing up shop...
by Kristen Schmidt | Dec 13, 2018 | Speaking
THANK YOU, CFA SOCIETY LA! It was an honor to be a part of the all-women’s panel to discuss technology regarding “Artistry or Machinery?”. A big thank you to Deborah Fox of Fox Financial Planning and Min Zhang of United Capital. First Wednesdays: The Wealth Management...
by Kristen Schmidt | Sep 12, 2018 | Blog
Believe it or not, Don’t Sweat the Small Stuff and the book series that followed, recently turned 20 years old! It was a simple yet relatable concept at a time we needed the reminder - stop worrying about the little things. Then the authors broke the news…it’s all...
by Kristen Schmidt | Mar 5, 2019 | Blog
Everyone has been there. The annual industry conferences. A time to soak it all in. The educational sessions, the community camaraderie, the inspiring keynote speeches. The coliseum of tech vendors where rows of system demos and sales people seem to be...
