Episode Synopsis "Building a meaningful client experience with Kristen Schmidt"

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/RIAOasishttps://riaoasis.comStay up to date with the show, Tony, and Tom on Twitter:https://twitter.com/ThePlanningDeskhttps://twitter.com/anthonystichhttps://twitter.com/BurmeisterTom

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