by Kristen Schmidt | Jan 28, 2020 | Speaking
Kristen Schmidt of RIA Oasis joins an expert panel at the world’s largest ETF conference, discussing technology implementation and understanding 1.28.20 Understanding and deploying technology correctly could be the difference between growth and closing up shop...
by Kristen Schmidt | Jan 28, 2020 | Speaking
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...
by Kristen Schmidt | Jan 7, 2020 | Speaking
Kristen Schmidt of RIA Oasis will be heading up the Business Consultant Lounge for the biggest event of the year for TD Ameritrade Institutional and its top Advisors. 1.29.19 – 1.31.19 World-class keynote speakers. Leading minds within our industry. Specialists...
by Kristen Schmidt | Aug 15, 2019 | Speaking
Topic: Is It the Tech or Is It the Process? 10.10.19 Kristen presents a master class in evaluating your firm’s entire technology ecosystem. From the 4 must-have tech tools, to common workflows that are key to efficient growth, Kristen shares best practices necessary...
by Kristen Schmidt | Jun 18, 2019 | Speaking
Wealth/Stack: Investing + Tech = The Future Of Advice 9.8.19 – 9.10.19 By advisors. For advisors. The first event of its kind. Bridging the gap between technology, investment management and practice management. Click here for more information Written...
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...
