In The Media

SPEAKING

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PUBLICATIONS

VIDEOS

PODCASTS

SPEAKING

Kristen Schmidt to Join Inside WealthStack Advisory Board

Kristen Schmidt to Join Inside WealthStack Advisory Board

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 in the...

RIA Practice Management Insights

RIA Practice Management Insights

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 on the...

Advicent Internal Event

Advicent Internal Event

Written by Kristen Schmidt, Founder of RIA Oasis How can RIA Oasis Help?   Let's Talk!  CLICK HERE to book a call with us! [email protected] (833) 822-8111 RIA OASIS EXPLAINED Operational And Strategic Implementation Services

TD Ameritrade National LINC 2020

TD Ameritrade National LINC 2020

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 on the...

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...

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PUBLICATIONS

New Frontiers in Wealth Management

New Frontiers in Wealth Management

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?...

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

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! [email protected] (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! [email protected] (833) 822-8111 RIA OASIS EXPLAINED Operational And Strategic Implementation...

PODCASTS

Advisor2X OUTCOMES: Episode #16

Advisor2X OUTCOMES: Episode #16

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! [email protected] (833) 822-8111 RIA OASIS EXPLAINED Operational And Strategic...

PODCASTS

Advisor2X OUTCOMES: Episode #16

Advisor2X OUTCOMES: Episode #16

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! [email protected] (833) 822-8111 RIA OASIS EXPLAINED Operational And Strategic...