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 148 - The Compounding Impact of Marketing to Women with Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman
Episode 147 - Tips to Creating Your Marketing Calendar with Kaley Lewis
Episode 146 - Creating Your Story Brand with Amy Huth
Episode 145 - Flourish Financially with Kathy Longo
Episode 144 - Social Media Changes of 2019 with Julia Ritchie
Episode 143 – The Taylor Method with Eszylfie Taylor
Ep 142 - The Intersection of Leadership, Character, and Ethos with Dr Sean Hannah
Episode 141 - Marketing as an OSJ with Craig Snyder
Episode 140 - Business Marketing Strategy with Diederik Heinink
Episode 139 - Becoming a Great Host with Celeste Headlee
Episode 138 - Revolutionizing Recruiting with Amir Bormand
Episode 137 - 2019 Marketing Trends with Luke Acree
Episode 136 - The Man Behind the Voice with Aric Johnson
Episode 135 - The Value of Vision with Karen Coyne
Episode 134 - Building a Successful Partnership with Marci Bair & Victor Orozco
Episode 133 - Professional Style with Rich Mbariket
Episode 132 - Lifestyle Marketing with Eric Gaddy
Episode 131 - Revolutionizing Asset Management with Scott MacKillop
Ep 130 - Social Media Methodology with Ian Moyse
Episode 129 - The Freedom Practice with Craig Hersch
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
The Agile Brand™ with Greg Kihlstrom
B2B Agility™ with Greg Kihlström
The Influence Factor by The Influencer Marketing Factory