Do you know how to use technology to communicate with your clients regularly while also freeing up your valuable time? In this episode, Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, speaks with Brian McLaughlin, CEO of Redtail Technology. Redtail Technology won a Wealthy award in 2019 in the Technology Providers CRM … Continue reading Episode 12 – Text Clients in Real-Time With a Compliant Solution – With Brian McLaughlin of Redtail Technology →

Cloud-native technology is making an undeniable impact on the transformation of the wealth management technology industry. In this episode, Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, speaks with Oleg Tishkevich, CEO of INVENT.us. INVENT.us took home a 2019 Wealthy award in the Technology Disruptors category for its cloud-native technology. Now, Oleg … Continue reading Ep 11 – A Disrupter in the Wealth Management Tech Industry – With Oleg Tishkevich of INVENT.us →

Is technology becoming more of a hindrance than a help?  Are you looking for something to tie all your document-centric processes together so you have more face time with your clients? In this episode, Tim Welsh, president of Nexus Strategy, speaks with Linda Ding, Director of Strategic Marketing at Laserfiche. Laserfiche won an Industry Award … Continue reading Ep 10 – RPA is Tying Your Documents Together — With Linda Ding →

Most of us have access to online banking, which allows us to freely keep track of all of our financial information. But what about having online access to the different things we plan with our financial advisors?  Mentioning that in these times, it’s crucial to have an interactive client portal with different portfolio and planning … Continue reading Ep 9 – How’s Innovative Technology Helping Financial Advisors – With Kelly Waltrich and Eric Clark →

With everything going on in the world today, are you struggling to choose the platform right for you? Find a partner to help you navigate the digital tools required to give your all to that client experience.  In this episode, Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, speaks with Michelle Feinstein, … Continue reading Ep 8 – Tech Opportunities for Today’s Advisors –– With Michelle Feinstein →

Do you struggle with being able to connect with your clients? Did you know that AI enables advisors to stay in touch with their clients in any space the client chooses? Are you ready for that? In this episode, David Armstrong, Editor in Chief at Wealthmanagement.com, speaks with Stuart DePina, Chief Executive at Envestnet Data … Continue reading Ep 7- Tech Assisting Advisors Now More Than Ever — With Stuart DePina →

Do you struggle with being able to connect with your clients? Did you know that AI enables advisors to stay in touch with their clients in any space the client chooses? Are you ready for that? In this episode, David Armstrong, Editor in Chief at Wealthmanagement.com, speaks with Stuart DePina, Chief Executive at Envestnet Data … Continue reading Ep 7- Tech Assisting Advisors Now More Than Ever — With Stuart DePina →

In this episode, David Armstrong Editor in Chief of Wealthmangement.com, talks with Jon Patullo, from TD Ameritrade, who won a 2019 Wealthies award for Chief Technology Officer of the Year (Custodians est $25B and over). They go in-depth about the technological innovations that TD Ameritrade has implemented for its over 7000 advisors utilizing 175 different … Continue reading Ep 6- Bringing You the Latest in Innovation- Jon Patullo →

In this episode, David Armstrong Editor in Chief of Wealthmangement.com, talks with Jon Patullo, from TD Ameritrade, who won a 2019 Wealthies award for Chief Technology Officer of the Year (Custodians est $25B and over). They go in-depth about the technological innovations that TD Ameritrade has implemented for its over 7000 advisors utilizing 175 different … Continue reading Ep 6- Bringing You the Latest in Innovation- Jon Patullo →

In this episode, Tim Welsh, President of Nexus Strategy and consultant to the Wealthies, speaks with Steve Leivent Senior VP at SS&C Advent Advisory responsible for the business development of Black Diamond. In 2019, SS&C Advent was a double Wealthies winner. They won an award for their Best Client Portal – Black Diamond Wealth Platform … Continue reading Ep 5 – Providing a Better Advisor & Client Experience – Steve Leivent →