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 227: Advisors Need to Market Themselves Better — With Kurt Ohlson
Episode 226: The New Reality for Financial Advisors –– With Doug Heikkinen
Special Episode: Going on The Offensive — With Coach Joe Lukacs
Episode 225: Embrace AI and Prosper— With DJ Sebastian
Special COVID-19 Episode: It’s Time To Step Up Your Game — With Joe Lukacs
Episode 224: How to Create Lasting Brand Awareness — With Rebecca Hourihan
10 Mins with TAM - COVID -19 - Remote Work Options
Episode 223: Are You Scaling Your Credibility?
Episode 222: How to Master Tough Conversations With Clients — With David Wood
Episode 221: Build a Million-Dollar Mindset and the Practice Will Follow — With Stephanie Bogan
Episode 220: Dare to Reinvent Yourself and Help Clients Do the Same — With Bobby Henebry
Episode 219: How to Win Over Prospects With Email Campaigns — With Emily McGuire
Episode 218: How to Stay on the Forefront of Marketing in the 401(K) Space — With Aaron Pottichen
Episode 217 - Build a Bridge Between Means and Meaning for Your Clients — With Mitch Anthony
Episode 216 - 8 Content Marketing Trends for 2020
Special Series Part 3: Your Preview of the Retirement & Longevity Summit — With Ross Marino
Special Series Part 2: Surprising Features That Make or Break Industry Conferences — With Ross Marino
Special Series Part 1: How to Move Beyond Numbers-Based Conversations — With Ross Marino
Episode 215 - Why Your Online Reputation Matters — With Sameer Somal
Episode 214 - How to Rank Higher in Google’s Search Results — With Samantha Russell
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