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...
by Kristen Schmidt | May 24, 2019 | Speaking
Advisors aren’t be replaced, they’re being re-priced. 6.13.19 | The Union League Club of Chicago | Chicago, IL The role of Family Wealth Advisor demands the uniquely human ability to synthesize a client’s individual, family and business needs into a cohesive strategy...
by Kristen Schmidt | Dec 13, 2018 | Speaking
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...
by Kristen Schmidt | Nov 15, 2018 | Speaking
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...
