In The Media

SPEAKING

i

PUBLICATIONS

VIDEOS

PODCASTS

SPEAKING

FPA of Austin | Working Together: Planning for Modern Times

FPA of Austin | Working Together: Planning for Modern Times

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...

Wealth/Stack: Investing + Tech = The Future Of Advice

Wealth/Stack: Investing + Tech = The Future Of Advice

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 informationWritten by Kristen...

Ascent On The Road: Santa Monica

Ascent On The Road: Santa Monica

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...

2019 WealthTech Symposium: Technology That Enhances the Human Touch

2019 WealthTech Symposium: Technology That Enhances the Human Touch

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...

Fidelity Institutional Speaker: Operations Summit/ 7 cities in 2018

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...

i

PUBLICATIONS

RIA M&As at ‘Unprecedented Level’: Wealth/Stack Panelist

RIA M&As at ‘Unprecedented Level’: Wealth/Stack Panelist

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?...

Does Our Industry Need Technology Therapists?

Does Our Industry Need Technology Therapists?

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?...

How to Stop the Cycle of Technology Stage Fright

How to Stop the Cycle of Technology Stage Fright

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?...

VIDEOS

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

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...

Meet Kristen Schmidt – VIDEO

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

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...

Every Tech Implementation Is Different – VIDEO

Every Tech Implementation Is Different – VIDEO

So many of the same vendors & tech, but every implementation is different! Watch to learn more...   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...

PODCASTS

Bridging The Gap Podcast: Process Driven Growth Strategies

Bridging The Gap Podcast: Process Driven Growth Strategies

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...

Top Advisor Marketing Podcast:  RIA Oasis + Tech + Process

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...