$100M to $1.3B AUM in 5 years: How Tech Fuels Firm Growth
Date: Tuesday, December 12, 2017
Time: 2pm ET | 11am PT
In the fast-evolving wealth management industry, generating business growth is challenging. Tripling your growth is exceptional. Yet, forward thinking firms are doing just that by leveraging smart technology to expand operational capacity and grow new business.
Join this complimentary webcast to see how Trisha Qualy, Director of Wealth Management at AdvisorNet Financial, took client assets from $100 million to $1.3 billion in 5 years by leveraging workflow automation technology. Tim Welsh, President of Nexus Strategy, will also provide a tired-and-true digital transformation framework for advisory firms poised for scalable business and increased valuation. See how to scale business to $1 billion AUM through technology:
- AdvisorNet Financial Tripled growth in 2016
- To capitalize on workflow automation
- Maximize firm practice efficiency
- To use a digital transformation framework to scale and increase valuation
Director of Wealth Management
Trisha is the Director of Wealth Management at AdvisorNet Financial, a firm that provides support to independent financial advisors. AdvisorNet partners with entrepreneurial advisors who are looking for independence without sacrificing valuable infrastructure or operational excellence. Trisha is passionate about helping advisors grow and improve their business. She is active within the financial services industry and enjoys connecting with others interested in technology.
Tim Welsh, CFP
Nexus Strategy, LLC
Tim is President and Founder of Nexus Strategy, LLC, a consulting firm to the wealth management industry. Nexus Strategy works with investment advisors on growth strategies and partners with financial services and technology firms to distribute products and services through the advisor channel. Tim has worked for Schwab Advisor Services and Merrill Lynch and was a member of the Financial Planning Association's National Board of Directors.