Wealthies Circle

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 →

Are you automating your high-value and time-consuming activities so that you can focus on what your most qualified to do? In this episode, Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, speaks with the co-founder and CEO of Snappy Kraken, Robert Sofia. Snappy Kraken won two Wealthies in 2019: Social Media Leadership … Continue reading Ep 4: Are You Automating These 5 Critical Growth Objectives Yet? –– With Robert Sofia of Snappy Kraken →

Are you automating your high-value and time-consuming activities so that you can focus on what your most qualified to do? In this episode, Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, speaks with the co-founder and CEO of Snappy Kraken, Robert Sofia. Snappy Kraken won two Wealthies in 2019: Social Media Leadership … Continue reading Ep 4: Are You Automating These 5 Critical Growth Objectives Yet? –– With Robert Sofia of Snappy Kraken →

People are more inclined to be truthful when they’re telling their answers to a computer rather than to a person. With that said, are you using technology to help you gather client information about important, but challenging, topics? In this episode, host Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, is joined … Continue reading Ep 3 – Use Technology to Start Conversations About Longevity –– With Kevin Ruth of Whealthcare Planning →

People are more inclined to be truthful when they’re telling their answers to a computer rather than to a person. With that said, are you using technology to help you gather client information about important, but challenging, topics? In this episode, host Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, is joined … Continue reading Ep 3 – Use Technology to Start Conversations About Longevity –– With Kevin Ruth of Whealthcare Planning →

Are you still manually rebalancing your clients’ portfolios? Consider delegating these types of tasks to technology. In this episode, Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, speaks with Jon Mauney, the general manager at Betterment For Advisors. Betterment For Advisors won a Wealthies award in 2019 in the Technology Providers: Digital … Continue reading Ep 2 – Delegate to Technology With Betterment For Advisors — With Jon Mauney →

Are you still manually rebalancing your clients’ portfolios? Consider delegating these types of tasks to technology. In this episode, Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, speaks with Jon Mauney, the general manager at Betterment For Advisors. Betterment For Advisors won a Wealthies award in 2019 in the Technology Providers: Digital … Continue reading Ep 2 – Delegate to Technology With Betterment For Advisors — With Jon Mauney →

Welcome to the WealthTech Winners Circle Podcast! This is the show that explores solutions to the technological challenges that impact today’s financial professionals.  In this episode, host Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, is joined by Aaron Klein, CEO of Riskalyze. Riskalyze took home multiple Wealthies in 2019, including a … Continue reading Ep 1 – Create Fearless Investors With Riskalyze — With Aaron Klein →

Welcome to the WealthTech Winners Circle Podcast! This is the show that explores solutions to the technological challenges that impact today’s financial professionals.  In this episode, host Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, is joined by Aaron Klein, CEO of Riskalyze. Riskalyze took home multiple Wealthies in 2019, including a … Continue reading Ep 1 – Create Fearless Investors With Riskalyze — With Aaron Klein →