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...

Expert Panel Attendee/CFA Society LA: Wealth Management Excellence Series 2018
THANK YOU, CFA SOCIETY LA! It was an honor to be a part of the all-women’s panel to discuss technology regarding “Artistry or Machinery?”. A big thank you to Deborah Fox of Fox Financial Planning and Min Zhang of United Capital. First Wednesdays: The Wealth Management...

Fidelity Institutional Speaker: Operations Summit/ 7 cities in 2018
FIDELITY CLEARING & CUSTODY SOLUTIONS® Fidelity Learning Exchange Operations Summit 2018 Speaking Dates May 17 – Buckhead, GA at The Westin, Buckhead May 24 – Washington D.C. at The Ritz‐Carlton, Tysons Corner June 26 – Boston, Ma at Seaport Hotel August 15 – Dana...

CLG Wealth Management: 2018 Business Building Summit Speaker- October 2018
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...

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...

Fact: Your Tech Stack Will Never Be Finished! (FinTech Online Publication via IRIS )
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?...

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...