Wealthies Circle

Wealthies Circle


Ep 8 – Tech Opportunities for Today’s Advisors –– With Michelle Feinstein

June 18, 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, 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 →


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