Tim Welsh @NexusStrategy

President and CEO at Nexus Strategy - strategic consulting firm to the wealth management industry nexus-strategy.com Larkspur, CA Joined August 2010

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11K
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6K
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2K
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Tim Welsh @NexusStrategy

a month ago

For those who celebrate, Happy St. Patrick’s Day!

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Tim Welsh @NexusStrategy

2 months ago

Commonwealth’s ’23 Asset Haul a Record $15.9B financialadvisoriq.com/c/4423834/5751…

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Tim Welsh @NexusStrategy

3 months ago

Lights! Camera!: Advisors Discover The Power Of Video Marketing fa-mag.com/news/lights--c…

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Tim Welsh @NexusStrategy

3 months ago

If you missed T3 this year, check out my summary in @ThinkAdvisor Congrats to @FinTechie for the 20th anniversary! 20 Years In, T3 Remains an Emerging Tech Barometer at.law.com/aULaZw?cmp=sha…

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Tim Welsh @NexusStrategy

3 months ago

GMO Launches Nebo Wealth At #T32024 wealthmanagement.com/technology/gmo…

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Tim Welsh @NexusStrategy

3 months ago

Arax Acquires $1B IBD; Recruits $2B Alex. Brown Team wealthmanagement.com/ria-news/arax-…

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Tim Welsh @NexusStrategy

4 months ago

For those of you have left California, our gift to you! First day of winter. #NorCal.

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Tim Welsh @NexusStrategy

5 months ago

Heavyweight tech panel featuring @redtailtech @FinTechie @inventwithus @craigiskowitz talking AI. #MSUM23

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Tim Welsh @NexusStrategy

5 months ago

It’s like they don’t know what day it is. #StoneTree 8 tee

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Tim Welsh @NexusStrategy

6 months ago

Sources: Focus Financial Firms To Consolidate wealthmanagement.com/ria-news/sourc…

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Tim Welsh @NexusStrategy

6 months ago

If you missed the CAIS and Nitrogen events, check out my summary here on @ThinkAdvisor CAIS, Nitrogen Events Highlight Growth Strategies at.law.com/fE5LGq?cmp=sha…

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Schwab 2,000-layoff aftershocks roil the industry as it's revealed top tech talent -- led by widely regarded veteran Kartik Srinivasan -- were axed, raising questions about future of Schwab innovation riabiz.com/a/2023/11/3/sc…

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Tim Welsh @NexusStrategy

6 months ago

SEC looking into JPMorgan advisory fees, Wells cash sweeps financial-planning.com/news/jpmorgan-…

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Tim Welsh @NexusStrategy

6 months ago

Admitting Imperfections, Schwab Works to Make Advisor Center More Palatable wealthmanagement.com/ria-news/admit…

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Tim Welsh @NexusStrategy

6 months ago

There Is No Perfect CRM wealthmanagement.com/wealthstack/th…

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Tim Welsh @NexusStrategy

6 months ago

Schwab Executives Offer Mea Culpa To Advisors Over TD Ameritrade Conversion Snafus fa-mag.com/news/schwab-ex…

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Tim Welsh @NexusStrategy

6 months ago

Schwab CEO goes on defense against TD Ameritrade RIA critics citywire.com/ria/news/schwa…

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Tim Welsh @NexusStrategy

6 months ago

Schwab again declines to say which staffers will get pink slips by Christmas to save $500-million in 2024 expenses, and the math remains sketchy riabiz.com/a/2023/10/18/s…

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Tim Welsh @NexusStrategy

7 months ago

Best time of year here in #SanFrancisco. #FleetWeek. #BlueAngels.

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Tim Welsh @NexusStrategy

7 months ago

If you missed @FutureProofAC - my summary here: Future Proof Wealth Festival Returns With Gusto at.law.com/99cYyv?cmp=sha…

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One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog

MichaelKitces @MichaelKitces

86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog

Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech

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https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.

WealthManagement.com @wealth_mgmt

58K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.

Husband and Dad to your typical, average Korean-Ethiopian-American family. Co-Founder and Founding CEO at Nitrogen. Striving to live Isaiah 1:17. Love Idaho.

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President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board Member

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3K Followers 2K Following President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board Member

Faith In God ✝️ Partner, Chief of Community @intention_ly Host🎙️In The Suite Podcast TEDx Speaker 🫁Lung Cancer Survivor #NSCLC #Exon21 #Tagrisso

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Marie Swift is a PR and Marketing professional serving the financial services industry: More at https://t.co/ODJ0THj1MQ and https://t.co/FsnhHa1Al6

Marie Swift @marieswift

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Financial/wealth technology strategy. Content producer. Pinball player. Road trip connoisseur. Former homeschool dad @LeapFrog @HP @AdvicePay

Bill Winterberg, CFP�.. @BillWinterberg

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Trying to fix a problem. @Vestwell (Founder, CEO), @FolioDx (Co-Founder, Acq by @EnvIntel), @Quovo (Acq by @Plaid), @Vestorly, @WeAreOfColor

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RIABiz is a journal that covers the advice business coming of age in terms of higher ethics, higher technology, lower prices and a better output.

RIABiz @RIABiz

14K Followers 419 Following RIABiz is a journal that covers the advice business coming of age in terms of higher ethics, higher technology, lower prices and a better output.

MarketCounsel Inside Information Feed.
Food for clients, industry press, trusted partners and others that really dig us. By the way, the feeling is mutual.

MarketCounsel @MarketCounsel

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Capital Horizons, Igor Yelnik and Sir Michael Fallon, invite special guests to speak about matters that have an impact on global investment.

Capital Horizons - Th.. @CHthepodcast

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AlphaCentric Funds | .. @AlphacentricMF

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Reporter @PLANSPONSOR https://t.co/LCWVmpf6na covering workplace benefits #retirement #401k, #pensions, #investing, products and compliance.

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PR Pro. Bloomberg alum, Chair Brick, NJ Environmental Comm. Rangers, Mets, Jets in that order. Owner Volvo XC40 full EV⚡️🔋#TrashManOfBrick 🚮🧱

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138 Followers 999 Following mom. wife. daughter. sister. friend. communications executive. views are my own

Your AI Digital Compliance Assistant. Simplified archiving of emails, text messages, social media, and websites. #compliance #ecomms #regtech #surveillance

Archive Intel @aiArchiveIntel

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Andrew Marshall 🇺�.. @Andrew_Marshall

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patrick Seitz @Dennosmalls

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Finserv/Fintech Marketing Nerd | Human-First Leader | Amazon Bestselling Author | Loud Laugher | Prolific Swearer | Wealthies 2022 CMO of the Year | Speaker

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Award-winning journalist. Senior Reporter at FundFire, Financial Times. Covered ad tech/fintech. Former #LongBeachNY Herald editor. Still have sand in my shoes.

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Tour de France™ @LeTour

3.2M Followers 1K Following 💛🏆 Jonas Vingegaard 🇩🇰 📅 #TDF2024 June, 29 - July, 21 🚴‍♀️ #TDFF2024 ➡ @LeTourFemmes

OneAdvisory @OneAdvisory_

15 Followers 4 Following The RIA platform built for speed, choice, and control

Vanilla is an estate planning platform that enables advisors and attorneys to unlock new value for clients. #WealthManagement, #EstatePlanning

Vanilla @getvanilla

229 Followers 212 Following Vanilla is an estate planning platform that enables advisors and attorneys to unlock new value for clients. #WealthManagement, #EstatePlanning

Teacher / Posting cool old viral content... and cool page @xxxxTheKing -

No to circuses and zoo.....human being is not the lord of animals!

The Best @ThebestFigen

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Author of “The Truth About Digital Marketing for Financial Advisors” | Speaker | DBDL Podcast Producer | LinkedIn | Free Spirit, Old Soul, CrossFit, #GoBirds

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762 Followers 1K Following Author of “The Truth About Digital Marketing for Financial Advisors” | Speaker | DBDL Podcast Producer | LinkedIn | Free Spirit, Old Soul, CrossFit, #GoBirds

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5K Followers 3K Following Business Strategist / Speaker / Author / Host of the RENEW podcast....fluent in sarcasm, lacking a filter and in love with 👠 and 🍷

Founder: @morebetterind | Owner: @wrexham_afc @thebetterbrown | Creator: @alwayssunny, @mythic_quest, @wrexhamfx | Innovator: Fight Milk 🦅

Rob McElhenney @RMcElhenney

1.2M Followers 817 Following Founder: @morebetterind | Owner: @wrexham_afc @thebetterbrown | Creator: @alwayssunny, @mythic_quest, @wrexhamfx | Innovator: Fight Milk 🦅

Trung Phan @TrungTPhan

699K Followers 4K Following Write on business with @workweekinc. Co-host @niapodcast. Building an AI research app: https://t.co/fZ5ObIyBGI

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919 Followers 1K Following 31-time award-winning journalist | Technology Reporter @wealth_mgmt

Cheryl Nunn, MBAe™,.. @CherylNunn

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6 Followers 28 Following

Kevin Keller @krkindc

510 Followers 2K Following CEO of CFP Board, which sets and upholds the requirements for CERTIFIED FINANCIAL PLANNER™ certification

WealthTechGirl @WealthTechGal

132 Followers 365 Following 10+ Years in WealthTech. Fearless Millennial. Sports Enthusiast. Mom.

Supernova Technology @TheSupernovaCo

140 Followers 125 Following We deliver securities-based lending solutions that connect and empower the entire financial ecosystem.

Michael Lecours,CFP® @MichaelLecours

547 Followers 1K Following Financial Planner. I make flowcharts and checklists.

Shawna Ohm 🍉 @ShawnaOhm

5K Followers 2K Following Content marketing for financial firms @Content151. Made in Chicago. Forged in New York. Happiest in deserts. تحرر فلسطين 🇵🇸

Fusion Financial Part.. @PartnersFusion

41 Followers 133 Following The premier RIA launch 🚀 and growth 📈firm http://. https://t.co/SzzGA8Ffez https://t.co/DzdsYMI11e

Dana Carvey @danacarvey

332K Followers 48K Following TheWeirdPlace : https://t.co/KTkix3ndeg - SuperFly : https://t.co/gB8k3znYe9 - FlyOnTheWall : https://t.co/gB8k3znYe9

Step Into a New Era of Wealth Management with Future Proof Future Proof Festival, Future Proof Citywide, and Future Proof Retreat.

Future Proof @FutureProof_HQ

3K Followers 470 Following Step Into a New Era of Wealth Management with Future Proof Future Proof Festival, Future Proof Citywide, and Future Proof Retreat.

Palisades Tahoe Mtn O.. @palisadesops

34K Followers 83 Following Your best source for Lift, Trail, and Snow updates from operations teams at Palisades Tahoe

Abby Morton, CFP® @AbbyMortonCFP

800 Followers 957 Following Chief of Staff at Elements® / Financial Advisor at Aquire Wealth. Tweets are not advice.

content creator. NFL correspondent at @stadium. I like putting teams in uncomfortable meetings 🏈 for inquiries: dspander@insightsportsadvisors.com

Annie Agar @AnnieAgar

550K Followers 2K Following content creator. NFL correspondent at @stadium. I like putting teams in uncomfortable meetings 🏈 for inquiries: [email protected]

Valuation-driven, long-term investment manager. Partners in investing for over 40 years helping our clients meet their goals.

Disclosures: https://t.co/MZd4fjEKFD

GMO @GMOInsights

4K Followers 95 Following Valuation-driven, long-term investment manager. Partners in investing for over 40 years helping our clients meet their goals. Disclosures: https://t.co/MZd4fjEKFD

Genevieve Roch-Decter.. @GRDecter

431K Followers 1K Following Former $100MM+ Money Manager • Seen on Bloomberg, FOX & VICE • CEO @grit_capital • A Top Finance newsletter on Beehiiv

Apex Fintech Solution.. @apexfintech

2K Followers 198 Following Apex Clearing | Apex Silver | Apex CODA Terms and Conditions: https://t.co/MzTIzVnGtw

PENNY PHILLIPS @ThrivosLLC

8K Followers 2K Following Pres/Co-Founder, Journey Strategic Wealth. Industry consultant & speaker. Real talk to combat all the b.s. in this industry. Life long NYer. Greek-American

𝗕𝗜𝗟𝗟 𝗦.. @billsweet

10K Followers 2K Following CFO @ Team Ritholtz

SVP, Corporate Communications @CarsonGroupLLC , writer, undercover author, speaker, thalassophile, #girldad. Views and opinions expressed are my own.

Joe Steuter @joesteuter

987 Followers 1K Following SVP, Corporate Communications @CarsonGroupLLC , writer, undercover author, speaker, thalassophile, #girldad. Views and opinions expressed are my own.

Head Coach @YCharts. Notre Dame & Stanford fan. Entrepreneur. Process nerd. Avid reader. Nothing tweeted is financial advice.

Sean Brown @Sean_YCharts

3K Followers 1K Following Head Coach @YCharts. Notre Dame & Stanford fan. Entrepreneur. Process nerd. Avid reader. Nothing tweeted is financial advice.

$fractional chief evangelist • growth educator to FAs • keynote speaker • proudly reppin @wealthtender @_white_glove @theadvisorgc • host @finadvisortv techdemos$

Diana Cabrices @dianacabrices

2K Followers 1K Following fractional chief evangelist • growth educator to FAs • keynote speaker • proudly reppin @wealthtender @_white_glove @theadvisorgc • host @finadvisortv techdemos

Managing Director and Chief Technology & Information Officer at LPL Financial | Fintech | Technology & Product Transformation | Member https://t.co/gYG3yUS7KR & https://t.co/ctIZ1PxVMX

Greg Gates @GregGatesLPL

310 Followers 267 Following Managing Director and Chief Technology & Information Officer at LPL Financial | Fintech | Technology & Product Transformation | Member https://t.co/gYG3yUS7KR & https://t.co/ctIZ1PxVMX

Megan Hausmann @meghaus9

26 Followers 116 Following Sr Director - Advisor Success & Enterprise Growth

Olivia Eisinger @OliviaEisinger

60 Followers 80 Following GM, Advisory Apex

Partner/Sr. Financial Planner at The Planning Center. @CNBC Advisor Council, @InvestmentNews 40 under 40, Saints, financial topics & penguins

Jude Boudreaux CFP® @HJudeBoudreaux

9K Followers 4K Following Partner/Sr. Financial Planner at The Planning Center. @CNBC Advisor Council, @InvestmentNews 40 under 40, Saints, financial topics & penguins

Life-a-Holic | Strategy, Scaling + High Performance Business Coach to FinServ Founders & Advisors | Chief Mama Bear | CEO, Chief Possibility Officer

Stephanie Bogan @Steph_Bogan

3K Followers 406 Following Life-a-Holic | Strategy, Scaling + High Performance Business Coach to FinServ Founders & Advisors | Chief Mama Bear | CEO, Chief Possibility Officer

Your Only Source For Professional Dog Ratings Instagram and Facebook ➜ WeRateDogs partnerships@weratedogs.com | nonprofit: @15outof10 ⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀

WeRateDogs @dog_rates

9.2M Followers 25 Following Your Only Source For Professional Dog Ratings Instagram and Facebook ➜ WeRateDogs [email protected] | nonprofit: @15outof10 ⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀

Fintech CEO. Passionate about wealth management advice that goes beyond investing. So families thrive and advisor practices grow.

Philipp Hecker @PhilippHecker

194 Followers 214 Following Fintech CEO. Passionate about wealth management advice that goes beyond investing. So families thrive and advisor practices grow.

Tina Powell @tinacpowell

a week ago

Thank you God for working miracles in our favor today and giving our family great news 🙏clean scans 🫁Thank you for my care team at @PennMedicine especially my Oncologist Dr. Melina Marmarelis 👩🏼‍⚕️My family and I needed this win before Mother’s Day and granddaughter #2 in July 💓

23 1 122 2K 0

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Advyzon @advyzon

2 months ago

Thanks to @ThinkAdvisor for covering our inaugural conference! @NexusStrategy shares highlights from our conference held last week in Phoenix, including top sessions, tech updates, and our recent partnerships with @apexfintech and Nebo Wealth. Read more: thinkadvisor.com/2024/02/28/fir…

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Shannon Rosic @ShannonRosic

2 months ago

Cranking through video interviews at #TAC24! Lots of talk about AI, user experience, and how to push industry boundaries with forward-thinking solutions

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Beth @Beth_Rubinoff

3 months ago

Nominations for the 10th Annual @wealth_mgmt Industry Awards are now open! Nominate Here: shorturl.at/noEQ2 Join @djamesarmstrong and @NexusStrategy for tips on submitting a top tier nomination: shorturl.at/txyV7 Call me, tweet me. LETS GO! #Wealthies 🏆

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Diana Britton @Diana_Britton

3 months ago

@NexusStrategy @wealth_mgmt @djamesarmstrong @michaelhsamuels @ddjanowski It was not a sanctioned chix parm event!

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Diana Britton @Diana_Britton

3 months ago

Dinner at Pietros nyc with @wealth_mgmt IRL!! @djamesarmstrong @michaelhsamuels @ddjanowski

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Archive Intel @aiArchiveIntel

3 months ago

@NexusStrategy @ThinkAdvisor @FinTechie Some really great tech definitely emerged this year at T3!

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Jason Lahita @JasonLahita

3 months ago

I did a triple take…. yes, @RIABiz is actually at #T32024 in the flesh, seen here with the Godfather of Fintech @FinTechie - 🤩

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Abby salameh @AbbySalameh

3 months ago

How sad….

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T3 Technology Tools @t3techhub

4 months ago

To mark the 20th anniversary of T3, @FinTechie asked some of the leading minds in wealthtech to share their vision for the next two decades: @KendrickWakeman, @craigiskowitz, and @NexusStrategy. Read their answers in this @wealth_report article: tinyurl.com/WSR-JB

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Max Schatzow @AdviserCounsel

4 months ago

Just saw a Creative Planning commercial on ESPN and I would’ve sworn it was a Fisher Investment spot. I guess there isn’t a different way to sell wealth management…or at least it’s a proven strategy.

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Helen Yang, CFA @AndesWealth

4 months ago

@NexusStrategy Talking about showing off :)

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Diana Britton @Diana_Britton

4 months ago

Change is inevitable, and we think the people on this list, in different ways and to different degrees, reflect that when it comes to the business of financial advice. Here are the 10 individuals set to change #wealthmanagement in 2024: wealthmanagement.com/people/ten-wat…

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Beth @Beth_Rubinoff

4 months ago

The @wealth_mgmt Ten to Watch in 2024 list is here, and it's not to be missed! Congrats to all the innovators and influencers who are set to change the game in 2024 and beyond. See the full list: wealthmanagement.com/people/ten-wat…

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Shannon Rosic @ShannonRosic

4 months ago

Happy Monday, folks! I don’t often mix personal & work on here, BUT I have to post a #pony appreciation pic from this weekend - Nugget won my little barn gymkhana, & knock on wood, this is the most unproblematic 4yr old I’ve ever owned ❤️🐎 do what you love & love what you do!

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Ryan W. Neal @ryanWneal

5 months ago

Oh yeah, I loathe the lakers even more than this.

Ryan W. Neal @ryanWneal

5 months ago

I cannot emphasize enough how much I loathe the Dodgers

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Ryan W. Neal @ryanWneal

5 months ago

I cannot emphasize enough how much I loathe the Dodgers

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Beth @Beth_Rubinoff

5 months ago

Final trip of 2023 was one for the books! Two full days in the office (missing those at #MSUM23), so many Christmas trees, my first espresso martini. See you in 2024, New York!