Technology Strategist | Speaker | Consultant | Workflow & process nerd. Tech research & implementation.
Wisconsin, USA
Joined October 2018
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RIA Tech stack management!
Learn quick tips regarding the ever changing tech stack assessment process of RIA's.
A big thanks to the team at @eMoneyAdvisor for the opportunity to document actionable solutions for today's firms.
emoneyadvisor.com/blog/is-th…
The countdown to the 2022 eMoney Summit starts now! Don’t forget to join me virtually from Oct. 17 - 19 for this panel discussion, Bridging the Gap, to learn how to bridge the gap between your services, expertise and expectations of your clients using technology
#eMoneySummit2022
ALT www.emoneyadvisor.com/summit2022
Kristen Schmidt retweeted
given its importance, it feels like advisors should be spending a whole lot more on their crms. Like, if you double or even triple my fee can this be more than a glorified Rolodex? To be clear the fault is ours as well - advisors are cheap.
Kristen Schmidt retweeted
"Is my tech stack good enough?” is one of the questions #RIAs are asking during the #COVID19 crisis.
Find out how @RIAOasis is answering this on our #podcast
@RAlexJimenez @SpirosMargaris @MichaelKitces @AaronKlein
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Using tech the best way possible! Thank you @InsideETFs for allowing me to video in a panelist today!!!
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Hey @Spotify @SpotifyUSA my account got hacked one week ago and I have yet to hear back from anyone from your team. Opened 2 tickets...crickets. In today’s age of data security and cyber threat I expect better. #spotifybebetter
“It’s not about Fisher. It’s about our industry.” Thank you @SonyaDreizler
I have been working on this for a year. It's not about Fisher. It's about our industry.
We must do better. And we need to start by listening.
More stories tomorrow morning. Thanks everyone for the support.
buff.ly/2oR0Wxa
Don’t just “network”. Foster relationships to learn and grow. That’s exactly what @danielcrosby did and I am so grateful! After connecting at #wealthstack this showed up in my mailbox 🥳. THANK YOU!!! #tulip #fintwit
Kristen Schmidt retweeted
Come on, @Forbes. If your methodology produced only one woman out of the 100 most innovative leaders, obviously you should have challenged it rather than publishing it. forbes.com/lists/innovative-…
A big shout out to @FiCommPartners and @megan_ficomm. Transparency through story and example. Imagine that! So excited for great things to come!
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Kristen Schmidt retweeted
I’m not sure what’s happening @wealthstackconf but I’m pretty sure I just signed a 50 year contact with @advicentcoo. I don’t even own an #RIA. I hope @DJSKRIBBLE gets half the commission. I blame @ReformedBroker for all of this.
#WealthStack
Can't wait for the @wealthstackconf Stack Stadium Showcases! I'll be MC'ing the events so make sure to join us!
@ycharts
@Advicent
@danielcrosby
@Function4Events
@portformer
@altruistcorp
@HaloInvesting
@HeliosQR
@KoyfinCharts
@HarnessWealth
#wealthstack
#fintech
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Ever had a networking convo that made your day?! That’s what happened to me today after chatting with @jus10castelli...oh the stuff he’s cookin!! Just you wait #fintwit!