Today Matt is diving into the importance of technology integration with tech strategist, speaker, consultant, and founder of RIA Oasis, Kristen Schmidt.
Integrating your technology not only helps make things easier around your office, it can free up time so you can do more in your practice while creating better client services/experience, and creating seamless prospecting. Oftentimes advisors fail to use their technology to the fullest potential - with most firms only using 20-30% of what their technology offers.
As one of the few RIA tech experts, Kristen spends every day working with the very systems that drive your business. Kristen and Matt walk through the basic steps that you can take to evaluate your technology and come to some decision on what comes next.
LINKS: RIA Oasis | Kristen Schmidt LinkedIn
Episode 128 - Four Steps to Marketing in 2019
12 Days of Marketing - Morning Magic
12 Days of Marketing - Daily Focus
12 Days of Marketing - Quarterly Game Plan
12 Days of Marketing - Marketing, Branding & Business Development
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12 Days of Marketing - Mindset it the Game
12 Days of Marketing - 5 Year Vision
12 Days of Marketing - Business Life Integration
12 Days of Marketing - Evaluate and Benchmark
12 days of Marketing - Plan To Do The Plan
12 Days of Marketing - Why Advisors Fail
12 Days of Marketing - Why Do a Plan?
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Ep 123 - Power of the Purse with Lynn Evans
Ep 122 - The Money Personalities with Scott and Bethany Palmer
Ep 121 - How to Merge Your Firms with Jen Goldman
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