Tim WelshStrategic Consultant at Laserfiche
Timothy D. Welsh, CFP® is President, CEO and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Nexus Strategy’s primary focus is working with leading organizations to best market their products, services and technology to the independent advisor community.
Prior to founding Nexus Strategy, Tim was Director of Business Consulting Services for Schwab Advisor Services where he led the development and marketing of practice management resources for independent advisors. While at Schwab, Tim also held senior roles in Strategy, Marketing, Advertising, PR and Industry Content development.
Prior to joining Schwab, Tim was vice president at Merrill Lynch where he was responsible for marketing, product development and financial advisor training for the financial planning group.
Tim is frequently quoted in the wealth management media on a wide range of business management and industry topics. He is the author of a number of industry white papers, a regular columnist for RIABiz, ThinkAdvisor, and wealthmanagement.com, and is a frequent speaker at industry conferences and events. Tim earned a bachelor's degree in Economics from the University of California, Berkeley and an MBA in Finance from the University of Colorado’s Leeds School of Business.
Tim holds the Certified Financial Planner, CFP® designation and served as an elected member of the Financial Planning Association’s National Board of Directors.
Chair's Welcome, 12:00pmView Session
Compliance: New Changes in Regulation that will Impact how you Interact with Clients, 12:35pmView Session
The Keys to Retention-Personalization and Client Focus, 1:15pmView Session