Tim Welsh

President and CEO at Nexus Strategy - strategic consulting firm to the wealth management industry

[Tim Welsh @NexusStrategy]

@united Please send your Venmo for $300,000

[Tim Welsh @NexusStrategy]

So, after 2.5 million miles, maybe time to leave @united ? Gave up hope for upgrades despite 1k status for life. Literally, 1 for 40. 😝So, for cross country flights, just spend the $$ for the biz class and get text that they won’t have catering. Why stay?!? @Delta want me?

[Tim Welsh @NexusStrategy]

So, after 2.5 million miles, maybe time to leave @united ? Gave up hope for upgrades despite 1k status for life. Literally, 1 for 40. 😝So, for cross country flights, just spend the $$ for the biz class and get text that they won’t have catering. Why stay?!? @Delta want me?

[Tim Welsh @NexusStrategy]

For those who celebrate, Happy St. Patrick’s Day!

[Tim Welsh @NexusStrategy]

Commonwealth’s ’23 Asset Haul a Record $15.9B https://t.co/Dc6kGTSu7D

[Tim Welsh @NexusStrategy]

Lights! Camera!: Advisors Discover The Power Of Video Marketing https://t.co/BozwWGKEJs

[Tim Welsh @NexusStrategy]

@Diana_Britton @wealth_mgmt @djamesarmstrong @michaelhsamuels @ddjanowski I do not see Chicken Parm!

[Tim Welsh @NexusStrategy]

If you missed T3 this year, check out my summary in @ThinkAdvisor

Congrats to @FinTechie for the 20th anniversary!

20 Years In, T3 Remains an Emerging Tech Barometer https://t.co/A9wOYxq2md

[Tim Welsh @NexusStrategy]

GMO Launches Nebo Wealth At #T32024

https://t.co/0Dd3x22tAz

[Tim Welsh @NexusStrategy]

Arax Acquires $1B IBD; Recruits $2B Alex. Brown Team https://t.co/xWrH0sDg3i

[Tim Welsh @NexusStrategy]

For those of you have left California, our gift to you! First day of winter.

#NorCal.

[Tim Welsh @NexusStrategy]

Heavyweight tech panel featuring @redtailtech @FinTechie @inventwithus @craigiskowitz talking AI. #MSUM23

[Tim Welsh @NexusStrategy]

@JasonLahita @StreetCred_PR

[Tim Welsh @NexusStrategy]

It’s like they don’t know what day it is. #StoneTree 8 tee

[Tim Welsh @NexusStrategy]

Sources: Focus Financial Firms To Consolidate https://t.co/YODy5Rahyd

[Tim Welsh @NexusStrategy]

If you missed the CAIS and Nitrogen events, check out my summary here on @ThinkAdvisor

CAIS, Nitrogen Events Highlight Growth Strategies https://t.co/OaFEcjssql

[Tim Welsh @NexusStrategy]

Schwab 2,000-layoff aftershocks roil the industry as it's revealed top tech talent -- led by widely regarded veteran Kartik Srinivasan -- were axed, raising questions about future of Schwab innovation https://t.co/nxVlFU5LEk

[Tim Welsh @NexusStrategy]

SEC looking into JPMorgan advisory fees, Wells cash sweeps https://t.co/dbJ1hC8Cu4

[Tim Welsh @NexusStrategy]

Admitting Imperfections, Schwab Works to Make Advisor Center More Palatable https://t.co/6tCefq5XzX

[Tim Welsh @NexusStrategy]

There Is No Perfect CRM https://t.co/llheQMfxKz