How to Streamline Your Practice and Put More Focus on Clients
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Too much of your time as an advisor is spent on manual processes for tracking investments, generating regular account reports, keeping up with compliance issues and more. Technology can solve problems and save time, but you must make sure you choose the right tools, tech partners, and strategies.
Join this complimentary webcast to learn how automation can turn your focus away from manual tasks and towards more important aspects of your business. You will understand how technology can help:
- Free up your time to grow business and take on new clients
- Re-structure your front and back office so you can focus more on client relationships
- Automate portfolio management and other investment tools
- Bring a new focus and more services to different client groups
VP of Financial Advice & Planning
Betterment for Advisors
Alex Benke, CFP® is Head of Advice and Investing at Betterment, where he leads the Financial Planning, Quantitative Investing and Behavioral Finance research teams. In his 6 years at the firm, he’s led multiple initiatives at the cutting edge of user experience and tax management innovation, including RetireGuide and Tax Loss Harvesting+. Prior to Betterment, Alex worked for a decade as a technical lead at JPMorgan, in various businesses including equity exotics trading, credit derivatives trading, credit hybrids trading, and global counterparty credit risk. He also has been a financial planner at an independent wealth management firm.
Alex holds a B.S. from Cornell University in Operations Research and Industrial Engineering, a Certificate in Financial Planning from Fordham University, and is a Certified Financial Planner(TM).
President, CEO and founder
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.
CEO and founder
Angie Herbers, LLC
An independent and objective consulting company, our founder Angie Herbers developed her organization by focusing on human behavior research, creating innovative human capital programs and developing leaders to spur advisory firm growth. Our organization has consulted with over a thousand financial advisory firms across the US and a select group of advisory firms internationally, on how to develop their human capital, enhance management, create leaders and build training programs to fuel firm growth.
Our research, content and innovation has been published over a thousand times in domestic and international trade publications and articles. Our founder and CEO, Angie Herbers has been named by Investment Advisor magazine, “Top 25 Most Influential People in the Advisory Industry” in 2007, 2013 and 2015.