The Planning Desk
The Planning Desk
Anthony Stich, Tom Burmeister
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Building a meaningful client experience with Kristen Schmidt
49 minutes Posted May 12, 2021 at 2:30 pm.
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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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
This podcast uses Captivate for stats, and dynamic audio, Captivate for stats, and dynamic audio. Learn more on this podcast's About tab. Dynamic Audio may cause this episode's timestamps to be slightly off.
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