by Kristen Schmidt | Aug 15, 2019 | Speaking
Topic: Is It the Tech or Is It the Process? 10.10.19 Kristen presents a master class in evaluating your firm’s entire technology ecosystem. From the 4 must-have tech tools, to common workflows that are key to efficient growth, Kristen shares best practices necessary...
by Kristen Schmidt | Jun 28, 2019 | Publications
Tough pill to swallow isn’t it? The truth is, technology is evolving within every avenue of our daily lives. From mobile devices, online retail services, travel – it’s nearly impossible to ignore the tech revolution. Read the full article here How can RIA Oasis Help?...
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 | Jun 24, 2019 | Blog
Craig Iskowitz Founder & CEO of Ezra Group Strategy Consultant in Wealth Management & Industry Thought Leader How can Ezra Group help? Ezra Group is a strategy consultancy that delivers innovative advice to firms in the #fintech and #wealthtech spaces. Our...
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...
