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Building a meaningful client experience with Kristen Schmidt
Episode 612th May 2021 • The Planning Desk • Anthony Stich, Tom Burmeister
00:00:00 00:49:28

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Kristen Schmidt of RIA Oasis joins to discuss her journey, how to build an exceptional client experience and service model (7:21 - 26:22), and how advisors can take action to improve the processes at their firm (26:29 - 48:12).

Learn more about Kristen and RIA Oasis:

https://twitter.com/RIAOasis

https://riaoasis.com

Stay up to date with the show, Tony, and Tom on Twitter:

https://twitter.com/ThePlanningDesk

https://twitter.com/anthonystich

https://twitter.com/BurmeisterTom

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