RIA Oasis Blog
Welcome to the RIA Oasis BLOG! Read about our knowledge, experience & recommendations regarding technology efficiencies.
FinTech Thoughts: Keep Talking
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...
Fintech Consultants: A living list of FinTech resources in the RIA space
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 clients are some of the largest vendors of wealth...
Technology Stage Fright?
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...
Segmenting Your Clients: Services vs. Deliverables
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...
Unlike the book…I sweat the small stuff
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...