Kristen Schmidt
8 Podcast Episodes
A Conversation with Kristen Schmidt EP. 27
A Conversation with Kristen Schmidt EP. 27
Kristen is a tech stack/process savant who knows what works, understands the pain points and wish lists of executives, t... Read more
28 Sep 2022
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59mins
Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt
Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt
The post Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt appeared first on and was written by Craig... Read more
20 Apr 2022
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Building a meaningful client experience with Kristen Schmidt
Building a meaningful client experience with Kristen Schmidt
Kristen Schmidt of RIA Oasis joins to discuss her journey, how to build an exceptional client experience and service mod... Read more
12 May 2021
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49mins
Interview with Kristen Schmidt
Interview with Kristen Schmidt
What is “bling disease” and what does that mean advisors need to do by year end? How much energy, time and money should ... Read more
25 Nov 2020
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28mins
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Kristen Schmidt: Define How You Want To Be Operating
Kristen Schmidt: Define How You Want To Be Operating
Are you a growth-minded Financial Advisor? Learn more about joining The AGC™ here: www.advisorgc.com --- About Kristen ... Read more
21 Jul 2020
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15mins
#ItzOnWealthTech Ep. 45: RIA Technology Hoarding and COVID-19 with Kristen Schmidt
#ItzOnWealthTech Ep. 45: RIA Technology Hoarding and COVID-19 with Kristen Schmidt
The post #ItzOnWealthTech Ep. 45: RIA Technology Hoarding and COVID-19 with Kristen Schmidt appeared first on and was w... Read more
4 Apr 2020
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38mins
Kristen Schmidt from RIA Oasis: Process driven growth strategies
Kristen Schmidt from RIA Oasis: Process driven growth strategies
Game-changer, builder of repeatable processes, operationalist and technologist... these are just some words and phrases ... Read more
8 Apr 2019
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44mins
Ep 124 – The Value of Tech Integration with Kristen Schmidt
Ep 124 – The Value of Tech Integration with Kristen Schmidt
Today Matt is diving into the importance of technology integration with tech strategist, speaker, consultant, and founde... Read more
20 Nov 2018
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34mins
