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 60 - 5 Media Relation Tools for Advisors
Episode 59 - For the Women with Patti Morrison
Episode 58 - Where to find High Net Worth Women
Episode 57 - Prospects, Social Media, and The Best Brand with Jay Coulter
Episode 56 - Win New Customers with Jean Ginzburg
Episode 55 - Digital Content Marketing with Bryan Muir
Olympic Special - The Mindset of an Olympian with Paul Kingsman
Episode 54 - Offer Something Truly Unique and Different with Abby Schnidermann and Harris Scher
Episode 53 - Andrew Saksa & Luke Acree: Key to Building Generational Relationships
Episode 52 - 5 Things Clients ACTUALLY Care About: Preparing for an Awesome 2018
Episode 51 - Bill Good & The Bill Good Marketing Method
12 Days of Marketing - Episode 12 Events!
12 Days of Marketing - Episode 11 Nurture Sequences
12 Days of Marketing - Episode 10 Developing Your Social Media Strategy
12 Days of Marketing - Episode 9 Building a Role Specific Website
12 Days of Marketing - Episode 8 Starting a Vlog
12 Days of Marketing - Episode 7 Starting a Podcast
12 Days of Marketing - Episode 6 Drafting Your White Paper
12 Days of Marketing - Episode 5 Your Financial Planning Process
12 Days of Marketing - Episode 4 Packing Your Message Into a Brand
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 Agile Brand™ with Greg Kihlstrom
B2B Agility™ with Greg Kihlström