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

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

Similar People

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

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

28mins

Most Popular

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

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

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

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

34mins

“Podium: AI tools for podcasters. Generate show notes, transcripts, highlight clips, and more with AI. Try it today at https://podium.page”