Tim Welsh, CFP

President at Nexus Strategy

Larkspur, California, United States Contact Info
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Nexus Strategy

About

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Experience

  • President

    Nexus Strategy

    - Present 18 years

    Timothy D. Welsh, CFP® is President and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Nexus Strategy’s primary focus is working with investment advisors on growth strategies as well as partnering with leading financial services and technology firms to distribute products and services through the advisor channel.

    Prior to founding Nexus Strategy, Tim was Director of Business Consulting Services for Schwab Institutional where he led the…

    Timothy D. Welsh, CFP® is President and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Nexus Strategy’s primary focus is working with investment advisors on growth strategies as well as partnering with leading financial services and technology firms to distribute products and services through the advisor channel.

    Prior to founding Nexus Strategy, Tim was Director of Business Consulting Services for Schwab Institutional where he led the development and marketing of practice management resources for independent advisors, including an award-winning suite of business succession, financing and M & A services, along with the industry’s leading platform for referral marketing While at Schwab, Tim also held senior roles in Strategy, Marketing, Advertising, PR and Event 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 the author of a number of industry white papers and articles 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.

    Tim holds the Certified Financial Planner, CFP® designation and is an active member of the Financial Planning Association (FPA) serving in a leadership role on a number of task forces, committees and most recently as an elected member of the National Board of Directors.

  • Schwab Institutional Graphic

    Director, Business Consulting Services

    Schwab Institutional

    - 6 years 5 months

  • Merrill Lynch Graphic

    Vice President - Marketing

    Merrill Lynch

    - 7 years 2 months

Education

Publications

  • 2013 IN Adviser Technology Study

    InvestmentNews Research Group

    The 2013 InvestmentNews Adviser Technology Study provides a blueprint for the industry, providing actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth for their firm.

    This research solves for a critical need for independent advisers. Given how fragmented the independent adviser business can be and the absence of a comprehensive resource for assessing the practices and procedures of peers, advisers need a resource to…

    The 2013 InvestmentNews Adviser Technology Study provides a blueprint for the industry, providing actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth for their firm.

    This research solves for a critical need for independent advisers. Given how fragmented the independent adviser business can be and the absence of a comprehensive resource for assessing the practices and procedures of peers, advisers need a resource to learn about what other advisers are doing to optimize their technology investments and operations.

    Other authors
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  • Technology Tools for Today's High Margin Practice

    Bloomberg Press

    In a new revised edition of the "bible" of practice management and technology for financial professionals, two leading financial planners, with some help from their friends*, deliver the knowledge advisors have been begging for. This book serves up a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisors in private practice move toward today's virtual office. The authors show you how to drastically reduce the paperwork in your…

    In a new revised edition of the "bible" of practice management and technology for financial professionals, two leading financial planners, with some help from their friends*, deliver the knowledge advisors have been begging for. This book serves up a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisors in private practice move toward today's virtual office. The authors show you how to drastically reduce the paperwork in your office, slash overhead, and find anything you need in seconds using the latest software.

    Other authors
    See publication

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