Some of them are made just to improve the visuals, or mechanics of the game, while the others are made to completely reskin the game into something else. There is a whole community of players making all kinds of mods for the game. It’s been a fantastic journey and I’m very excited to be here today.Minecraft is an online game that allows players to take full advantage of mods. Before that I was at Schwab on the RA custom business and before that I was at Merrill, so both sides of the street plus a consulting chapter of my career. Most likely you’ll see us in the technology arena, have a dozen clients there as well as some of the larger custodians, wealth management platforms, tamps and associations. As part of that, we get involved in a lot of different areas. It’s really focused consulting around those aspects. We work with a lot of the vendors who create great products, services, technology to help advisors run a better business and meet their client’s needs through a variety of different platforms, products and services. It’s a consulting firm that really is focused on the ecosystem that surrounds advisers. That’s like a thousand in dog years, I think.Īppreciate it. Nexus Strategy is a consulting firm I founded, if you can believe it or not, about 14 years ago. And I want to dig into, there’s a lot of things I want to talk to you about today, but do you mind just starting with a quick introduction to the work that you’re doing these days? We have an opportunity to talk at different things, so it’s great to just have a focused conversation on some of the cool work that you’ve been doing. Hey Tim, welcome to the Becoming Referable podcast, how are you doing today?įantastic. I know you’ll get a lot from the conversation today, and with that, let’s get straight to the discussion with Tim. Tim has held senior roles in this industry, and I think that in addition to all of his experience with Nexus, this gives him a really unique perspective. Tim shares some thoughts on how some firms are using technology particularly well, and where there’s room for improvement. We talked to Tim about how client expectations are changing, and how they’re being changed by behemoths like Amazon, but then we get really granular on how those changes impact things right down to processes such as onboarding.
But, I really wanted to tap into Tim’s thinking on how digital strategy will impact client experience and the client journey. Tim is the CEO and founder of Nexus Strategy, a firm that provides consulting as well as strategic marketing advice and guidance to a very wide range of firms across the wealth management industry. I’m Julie Littlechild and today Steve and I are joined by Tim Welsh.
Welcome to Becoming Referable, the podcast that helps you become the kind of advisor people can’t help talking about.
05:25 How technology will not limit human contact but will impact how it is delivered.Ġ8:54 The client/prospect journey and utilizing technology to enhance the client experienceġ2:01 Questions to ask yourself about your on-boarding processġ5:25 Ways to use workflow automation to fundamentally change the client experience and remove frictionġ7:20 How you can determine which components of your workflow you should automate and the options you have availableĢ6:58 How technology can help increase referrals
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