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  • Innovative Ideas in Marketing to the Wealth Management Industry

     

  • Your pipeline to the financial advisor community

     

  • Wealth management industry key contacts and relationships

     

   

About Nexus Strategy

Nexus Strategy is an innovative consulting firm that provides strategic marketing advice and guidance to the wealth management industry.

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About Nexus

"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 20 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, technology companies, wealth management platforms, investment product suppliers, broker/dealers, custodians, and industry associations.

Key Advantages

  • 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.
  • 20 years of Marketing expertise.

OUR SERVICES

Nexus Strategy provides end-to-end, comprehensive consulting services, advice, and project management. Through our network of best-in-breed industry professionals, consultants, and advisors, Nexus Strategy is uniquely positioned to provide the expertise necessary to accomplish your goals successfully.

 

Strategic Marketing Advice

Comprehensive market analysis, competitive landscape review, messaging development, product positioning and go-to market strategies for distributing your products, services and technology to the wealth management industry.

 

Industry Content Development

Marketing Asset development including white papers, issue briefs, case studies, research reports, videos and other strategic communications to position your firm as a thought leader, support your PR efforts and drive lead generation.

 

Public Relations Strategy and Support

Relationship management, press release development, media introductions and other strategic communications development to raise your firms’ profile in the wealth management industry.

 

Conference Strategy and Support

Navigation of the wealth management industry conference calendar, including identifying select conferences to attend/exhibit as well as comprehensive marketing strategy support to optimize your investments in the conference channel.

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Principal

Timothy D. Welsh

CFP®

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Timothy D. Welsh

Timothy D. Welsh, CFP® is President, CEO and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry.

Prior to founding Nexus Strategy, Tim was Director of Business Consulting Services for Schwab Advisor Services where he led the development and marketing of practice management resources for independent advisors. While at Schwab, Tim also held senior roles in Strategy, Marketing, Advertising, PR and Industry 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 frequently quoted in the wealth management media on a wide range of business management and industry topics.  He is the author of a number of industry white papers, a guest columnist for RIABiz, Investment News and wealthmanagement.com, 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 as a past elected member of the National Board of Directors.

Bio

News

Nexus Strategy specializes in developing content, research and commentary on the issues impacting the wealth management industry. We invite you to learn more by reading our latest published articles and white papers posted here.

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Contact Us

We take a strategic approach to designing and developing marketing programs, projects, and services, simplifying your strategy, your marketing, and your message to deliver superior results. Contact Nexus Strategy today to get started.

Phone: 415-847-4874

Email: tim@nexus-strategy.com

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