WealthTech Winners Circle

WealthTech Winners Circle


Latest Episodes

Episode 12 – Text Clients in Real-Time With a Compliant Solution – With Brian McLaughlin of Redtail Technology
June 05, 2020

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,

Ep 11 – A Disrupter in the Wealth Management Tech Industry – With Oleg Tishkevich of INVENT.us
May 27, 2020

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,

Ep 10 – RPA is Tying Your Documents Together — With Linda Ding
May 05, 2020

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,

Ep 9 – How’s Innovative Technology Helping Financial Advisors – With Kelly Waltrich and Eric Clark
May 04, 2020

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,

Ep 8 – Tech Opportunities for Today’s Advisors –– With Michelle Feinstein
May 04, 2020

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,

Ep 7- Tech Assisting Advisors Now More Than Ever — With Stuart DePina
April 24, 2020

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,

Ep 6- Bringing You the Latest in Innovation- Jon Patullo
April 24, 2020

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).

Ep 5 – Providing a Better Advisor & Client Experience – Steve Leivent
April 13, 2020

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,

Ep 4: Are You Automating These 5 Critical Growth Objectives Yet? –– With Robert Sofia of Snappy Kraken
April 13, 2020

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,

Ep 3 – Use Technology to Start Conversations About Longevity –– With Kevin Ruth of Whealthcare Planning
April 06, 2020

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,