About RIA OasisResearch shows that I have less than 59 seconds to tell you my story before your mouse becomes click happy. So here it goes…
I am an Operations Strategy nerd. My passion is uncovering business solutions by marrying technology with best practice initiatives. It all started when I began working within a RIA firm that was hungry to do everything first. One of the first adopters of a cloud-based CRM, first to report performance to clients in an effort of promoting transparency, first to proudly market their responsibilities as a fiduciary.
Being first means you pave the way to success – but not without learning, adapting, faltering & teaching.
For the next 9 years I worked with an amazing Operations team to create a propriety tech platform to support a now billion-dollar RIA firm.
If you build it, they will come. And they did.
I craved more, at a bigger scale. I wanted to reach even more advisors & planners to help them achieve their growth potential while leveraging technology efficiencies along the way.
Since then I have worked with Investment Advisory firms, Financial Planning firms, industry leading tech companies, Custodians & consultants from around the US which has given me the experience to make a difference in the world of Operations.
Information about technology, integrations and workflows is abundant & free online – applying the info to your business creates growth & value.
Who’s Talking About Oasis?
See how our friends and colleagues have succeeded and thrived with the assistance of RIA Oasis!
Kristen is incredibly proficient in the advisory technology space. When we started working with Kristen, Our initial goal was for her to help us implement workflows with our current CRM. Kristen took the time to not only build our workflows but also helped encourage us to give deep thought to what role we wanted the CRM to play in our company. After much deliberation, our company decided that changing CRM’s to fit our goals made the most sense for us, but we all dreaded the upcoming conversion. Kristen could not have made the process easier. She helped us through the conversion from start to finish. She has been an invaluable resource for our company, and we are truly grateful for her help.
Dallas McKee, CFP® – Director of Financial Planning at Lifeway Financial
My firm hired Kristen to help choose a PM and trading platform. She simplified the process greatly and helped us understand the differences between the vendors. We started out incredibly overwhelmed trying to do this on our own, but once we hired Kristen it became so much easier and a huge time saver.
Nick LaVerghetta, CFP – Principal and Founder of NCM Capital Management LLC
My firm hired Kristen to help us sort through the maze of CRM systems. She quickly identified two CRM systems that we should consider for our small firm. She helped me identify which CRM would work best for us and she stuck with me for several months to help with our transition to the new CRM software. She was our go to person and was instrumental in our decision-making from start to finish. I really appreciated her organization, attention to detail and availability. I am glad we had her on our team to lead us in making this big move!
Pam Hocevar – Client Services Manager at Trinity Financial Planning, LLC
My firm hired Kristen to speak at our WealthTech conference in 2019 and she exceeded our expectations. Not only was she incredibly prepared during all prep calls leading up to the event – she really delivered at the event. She was engaging, funny, and professional during her presentation. She commanded attention from the audience and inspired peer-to-peer dialog. Her slides were professional, content was relevant, and delivery was captivating. I highly recommend hiring Kristen as a speaker for your next event.
Brooke Morimoto, MPA – Director, Strategic Programs at Family Wealth Alliance, LLC
Kristen is amazing! She’s helped me streamline a lot of my business systems. She’s also helped me sift through the technology and tools that I can use in my practice – and it’s specific to me. There are advisors out there that might do good having this tool or that tool, but Kristen helped me get down to what specific things I needed based on the practice that I run. And she’s no nonsense, which I love. I continue to work with her and recommend her to anyone who needs help with their systems, workflows, and technology
Erik Kroll, CFP®
Kristen has helped us update and integrate technology and workflows into our practice with incredible efficiency by her, for us. She has invaluable experience in technology and operations strategy and you know when you work with her you are getting “best practices” every step of the way. She keeps us up to date on changes with our existing technology vendors and also stays aware of what is on the horizon. Working with Kristen on an ongoing basis has enabled our team to re-focus on growth and client servicing, first and operations, second.
Julie Bray, CFP® – President and a Client Wealth Manager at GW Financial, Inc.
Kristen brought real change to our business. She identified problems, recommended solutions, then managed the actual implementation process. Our clients are better served because of Kristen’s help, our employees feel confident that none of the details are missed, and I am happy knowing that our office is functioning efficiently and is prepared to handle more business.
Mark Sheerin – CEO at Sherrill & Hutchins Financial Advisory, Inc.
Kristen’s experience, knowledge, and perspective has made a tremendous difference in my business by helping us implement processes in conjunction with our technology to help take our business to the next level.
David Stone, CFP(R)
We worked with Kristen to transition our Client Relationship Management (CRM) software from a provider we had used for the past 16+ years. Kristen helped make it a seamless transition by coordinating with the new provider & guiding us through the process. Kristen’s focus and strict timeline kept us moving when we would have otherwise become stuck. I would gladly work with Kristen again.
Justus Morgan, CFP®, EA, RICP® – Fee-Only Financial Planner | Columnist | Educator
I can’t begin to tell you how many hours of wasted time and tens of thousands of dollars Kristen has saved us! Any financial advisor that wants to make sure they are getting the highest and best use out of their tech stack should just hire Kristen. She’ll save you a ton of time, money and frustration.
Brian Fricke, CFP® – Author – Worry Free Retirement | Financial Management Concepts