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Chapter 2: Teaching Money Accountability and Navigating AI in Wealth Management, with Kristen Schmidt of RIA Oasis
Manage episode 378165323 series 3510188
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Kristen Schmidt has her finger on the pulse on advisors’ and clients’ best interests. She’s seen the industry from the perspective of an operations employee, a client support specialist, an executive level employee running a billion dollar firm, and now curates her insights as a speaker, consultant and technology strategist.
The founder of RIA Oasis sits down with Money Chronicles co-hosts Johnny Sandquist and Torie Happe to talk about her approach to money in the workplace and at home as a mom to two teenage sons.
And if AI had ears, they’d be ringing, because we’re talking about it in this episode! How does an industry that relies on personal relationships integrate AI (a technology that removes the human aspect of tasks) into their business?
Money Chronicles explores the personal side of money. Each episode we invite an industry expert and friend to share their civilian experiences with money, from their first money money to their worst money mistake (we all have them!) Co-hosted by Johnny Sandquist from Three Crowns Marketing and Torie Happe from Holistiplan.
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