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
Ep 120 - Getting Stuff Done with Dave Crenshaw
Ep 119 - Reaching your Ideal Client with Susan Danzig
Ep 118 - Top 10 Interview Tips with Matt Halloran
Episode 117 - Video Marketing with Robin Powell
Episode 116 - Persuasive Communication with Jeff Tippet
Episode 115 - Successfully Using an Exclusive Niche with Michael Graef
Episode 114 - Are you brand worthy?
Episode 113 - Keys to the Ladies Room with Adri Miller-Heckman
Episode 112 - From Frustrated to Focused with Debbie Peterson
Episode 111 - Reaching the Right Audience with Sara Grillo
Episode 110 - Biblically Responsible Investing with Robert Netzly
Episode 109 - Retiring Early with Eric Gaddy
Episode 108 - The Influencer Navigator Plan with Jay Palter
Episode 107 - Growth Marketing with Alan Moore
Episode 106 - A Woman's Way with Michelle Donovan & Patty Kreamer
Episode 105 - Creating an Extraordinary Client Experience with Julie Littlechild
Episode 104 - The Power of Momentum Marketing
Episode 103 - Going Virtual with Lisa Ferguson
Episode 102 - Behind the Scenes Marketing with Kaley Lewis
Episode 101- Your Nifty Virtual Assistant with Michelle Wong
Join Podbean Ads Marketplace and connect with engaged listeners.
Advertise Today
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Right About Now with Ryan Alford
The Marketing Secrets Show
Better Advertising with BTR Media
The Influence Factor by The Influencer Marketing Factory
The Agile Brand™ with Greg Kihlstrom