| | - Deep knowledge of financial advisors' business models.
- Best-in-breed network of professionals, industry experts, and advisors.
- Extensive database of best practices
- RIA Industry key contacts and relationships.
- 15 years of Marketing expertise.
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| "Your Pipeline to the Financial Advisor Community"
Nexus Strategy is an innovative consulting firm that provides strategic marketing advice and guidance to the wealth management industry.
With over 15 years of experience working with leading institutions, Nexus Strategy is uniquely positioned to bring the latest thinking, industry knowledge, and creativity to solve your toughest challenge successfully and be your pipeline to the financial advisor community.
Current clients of Nexus Strategy include major financial institutions, industry associations, investment advisors, investment product suppliers, trade publications and marketing, PR, media, and advertising agencies.
PRINCIPAL
Timothy D. Welsh, CFP® is the President and founder of Nexus Strategy, LLC.
Prior to having founded Nexus Strategy, Tim was the Director of Business Consulting Services for Schwab Institutional where he led the development and marketing of practice management resources for independent Registered Investment Advisors (RIAs), 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 Marketing, Advertising, PR and Event strategy, and content development.
Prior to joining Schwab, Tim was a 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 a master's in business from the University of Colorado.
Tim holds the Certified Financial Planner, CFP® designation and is an active member of the 28,500-member 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 from 2004-2006.
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