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, and how advisors can take action to improve the processes at their firm.
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, and how advisors can take action to improve the processes at their firm.