Cultivate Digital Wealth Management Success through Automation
Date: Thursday, May 11th 2017
Time: 2 pm ET | 11am PT
Mega trends continue to impact the wealth management industry. Trends such as new digital competition, increasing compliance standards, fee pressures, and an aging advisor population. What is needed to stay ahead of the curve and ensure a culture of success for firms in the coming years?
A solid foundation will instill future success, scalability and growth. Join technology experts from Laserfiche as they pave a digital transformation roadmap and demonstrate how automated digital operations enable better client services and firm efficiency. Explore industry trends and see how one successful RIA/BD firm has navigated the changing tides during a live case study.
Join this complimentary webcast to learn and receive:
• Digital transformation roadmap
• Best practices for digital automation
• How implementing firm-wide paperless operations contributes to growth
• How to leverage technology to accelerate client service delivery
• Why automating key business processes ensures compliance and efficiency
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.
Spire Investment Partners
David Blisk, CEO of Spire Investment Partners, has 26 years of experience in the Financial Services Industry. David is a USAF Academy Distinguished Graduate, has an MBA from Wright State University, and a JD from Duke’s School of Law. He is a retired U.S. Air Force JAG. David’s a frequent speaker on industry trends, particularly “going independent” for break-away brokers.