Kristen Schmidt

149 posts

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Kristen Schmidt

Kristen Schmidt

@RIAOasis

Technology Strategist | Speaker | Consultant | Workflow & process nerd. Tech research & implementation.

Wisconsin, USA Katılım Ekim 2018
863 Takip Edilen879 Takipçiler
Emily Binder
Emily Binder@emilybinder·
Punning it up in 2018. I remember creating the deck for this talk I gave at several events. Some of you may remember it from back when we blew all over birthday cakes! I wondered if the @beetlemoment insect reference was *too* visceral/weird. Nope. Be bold with your words!
Emily Binder@emilybinder

2019 kicks off with The Alexa Conference @AlexaConfVFM, a top #voicefirst event! My talk: "How to Crawl into Your Customer's Ear." Visceral? Yep. Join SMART speakers @bretkinsella @valvacante @KeshaWillz @DrTeriFisher @KatieMc___ @revanhoe @_anupg. 20% off code: ALEXASPKR203

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Kristen Schmidt
Kristen Schmidt@RIAOasis·
The countdown to the 2022 eMoney Summit starts now! Don’t forget to join me virtually from Oct. 17 - 19 for this panel discussion, Bridging the Gap, to learn how to bridge the gap between your services, expertise and expectations of your clients using technology #eMoneySummit2022
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Morgan Ranstrom, CFA, CFP®, CEPA®
Morgan Ranstrom, CFA, CFP®, CEPA®@morganranstrom·
given its importance, it feels like advisors should be spending a whole lot more on their crms. Like, if you double or even triple my fee can this be more than a glorified Rolodex? To be clear the fault is ours as well - advisors are cheap.
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James Werner, CFP®️
James Werner, CFP®️@JAllenWerner·
Just finished our last podcast with @RIAOasis - the pod was awesome and we went about 45 minutes after - Lord - so good - how are you all not hitting @RIAOasis up for an engagement? #fintwit give this one a listen - you’ll thank me later. And yes we are gonna fast track this one
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Kristen Schmidt
Kristen Schmidt@RIAOasis·
@ShawnaOhm Happy to chat about this as a consultant that helps firm implement portals 🤓
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Shawna Ohm 🍉
Shawna Ohm 🍉@ShawnaOhm·
Advisors: What's your favorite client portal? Do you prefer having clients log in to a planning-based portal or performance/investing based? What provides the best pathway to customization? Who has the best UX for end-investors? LMK ⬇️
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Christy Aleckson
Christy Aleckson@smartaleck88·
What type of business do I search for to consult on tech and phones for my office? I feel like we have updating to do and I need an expert consult.
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MichaelKitces
MichaelKitces@MichaelKitces·
Question to #Advicers - I know there are a few BizOps consultants out there that specialize in Redtail consulting with advisory firms. Know of anyone who does this for @Wealthbox firms?
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Liv Gagnon 🎵
Liv Gagnon 🎵@LIVgagnon·
This is awesome! With all of these (conflicting) studies that inundate our feeds, having this consolidated breakdown is 🔥🔥🔥 Nice one @johnellert and team!
Three Crowns Marketing@ThreeCrownsLLC

Who's positioned to win the 2021 #Fintech race? To look ahead, we looked back — at some of the industry surveys from 2020 we admire most. We looked through the data to find connections, differences, and hidden stories. Our Tech Outlook has the results. buff.ly/2NnhLvL

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Tyrone V. Ross Jr.
Tyrone V. Ross Jr.@TR401·
A very big shout out and thank you to @RIAOasis (and her boys) for the very generous donation to the #Socktober movement. You all continue to overwhelm the world with your love and support for the voiceless. I appreciate you!
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Kristen Schmidt
Kristen Schmidt@RIAOasis·
@Eric_M_Courage Thanks so much for the shout out and for your trust as we tackled tech stacks!!! Excited to see you guys grow and thrive doing what you love. #riatech
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Eric Courage, CFA, CFP®
Eric Courage, CFA, CFP®@Eric_M_Courage·
@RIAOasis, big thank you to Kristen! Sara and I really appreciate you. You know I love your Italian-no BS talk. We've really grown from your advice: outsourced admin, tech stack, service matrix, etc. We miss you, and look forward to bringing you more challenges in the future.
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Keşfet

@eMoneyAdvisor @JAllenWerner @emilybinder @Steph_Bogan @beetlemoment @TR401 @danielle_fava @elenaspeaking