Bi-weekly podcast covering all things FinTech and financial planning. Hosted by Anthony Stich and Tom Burmeister of NaviPlan.
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Kristen Schmidt of RIA Oasis joins to discuss her journey, how to build an exceptional client experience and service model, and how advisors can take action to improve the processes at their firm.
Listen to the full episode below, on your podcast platform of choice, or watch for the full experience:
Learn more about Kristen and RIA Oasis:
https://twitter.com/RIAOasis
https://riaoasis.com
New episodes of The Planning Desk release every other Wednesday and are available on your podcast platform of choice. Click here to subscribe to the show.
Stay up-to-date with the show by following @ThePlanningDesk along with hosts @anthonystich and @BurmeisterTom on Twitter.