RIA Oasis Blog

Welcome to the RIA Oasis BLOG! Read about our knowledge, experience & recommendations regarding technology efficiencies.

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 mean...

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...

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 mean...

Top Advisor Marketing Podcast: RIA Oasis + Tech + Process

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! hi@riaoasis.com (833) 822-8111 RIA OASIS EXPLAINED Operational And Strategic Implementation...

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...

Let’s Do It Right The First Time – VIDEO!

Kristen Schmidt, Founder of RIA Oasis, discusses a common technology trend within firms: "Bling Disease".       How can RIA Oasis Help?   Let's Talk!  CLICK HERE to book a call with us! hi@riaoasis.com (833) 822-8111 RIA OASIS EXPLAINED Operational And Strategic...

Meet Kristen Schmidt – VIDEO

Click on the Video above to Meet Kristen Schmidt, Founder of RIA Oasis! How can RIA Oasis Help?   Let's Talk!  CLICK HERE to book a call with us! hi@riaoasis.com (833) 822-8111 RIA OASIS EXPLAINED Operational And Strategic Implementation...

Workflows (and Pancakes?) – VIDEO

Why are workflows important within firms? Watch while hearing an interesting story! How can RIA Oasis Help?   Let's Talk!  CLICK HERE to book a call with us! hi@riaoasis.com (833) 822-8111 RIA OASIS EXPLAINED Operational And Strategic Implementation...