by Kristen Schmidt | Nov 15, 2018 | Speaking
Is It the Tech or Is It the Process? I have the honor of sharing the stage with Ingrid Parl (American Funds Distributors), Darci Toumberlin (Fidelity Clearing & Custody Solutions), Zac Pickett (Pacific Life) and Heather Bradley (Pacific Life). Written...
by Kristen Schmidt | Nov 4, 2018 | 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 | Nov 2, 2018 | 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 | Sep 12, 2018 | Uncategorized
Text 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 Implementation...
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...
