Today Matt is diving into the importance of technology integration with tech strategist, speaker, consultant, and founder of RIA Oasis, Kristen Schmidt.
Integrating your technologynot only helps make things easier around your office, it can free up time so you can do more in your practice while creating better client services/experience, and creating seamless prospecting. Oftentimes advisors fail to use their technology to the fullest potential – with most firms only using 20-30% of what their technology offers.Related:
Revolutionize How Your Clients Think of Their Relationship With MoneyAs one of the few RIA tech experts, Kristen spends every day working with the very systems that
drive your business. Kristen and Matt walk through the basic steps that you can take to evaluate your technology and come to some decision on what comes next.
