by Kristen Schmidt | May 24, 2019 | Speaking
Innovate. Disrupt. Win. 2019 7.10.19 Meet us in Santa Monica for Ascent 2019 in partnership with Dimensional Fund Advisors! Don’t pass up on the opportunity to join professionals from some of the best, brightest, and most connected advisory firms to learn, train and...
by Kristen Schmidt | May 24, 2019 | Speaking
Advisors aren’t be replaced, they’re being re-priced. 6.13.19 | The Union League Club of Chicago | Chicago, IL The role of Family Wealth Advisor demands the uniquely human ability to synthesize a client’s individual, family and business needs into a cohesive strategy...
by Kristen Schmidt | May 3, 2019 | Podcasts
Check back for podcast appearances coming soon! Written by Kristen Schmidt, Founder of RIA Oasis How can RIA Oasis Help? Let's Talk! CLICK HERE to book a call with us! [email protected] (833) 822-8111 RIA OASIS EXPLAINED Operational And Strategic...
by Kristen Schmidt | Apr 9, 2019 | Podcasts
Check back for podcast appearances coming soon! Written by Kristen Schmidt, Founder of RIA Oasis How can RIA Oasis Help? Let's Talk! CLICK HERE to book a call with us! [email protected] (833) 822-8111 RIA OASIS EXPLAINED Operational And Strategic...
by Kristen Schmidt | Mar 12, 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?...
