In this week’s podcast we speak with Tim Welsh about the impact your digital strategy can and should have on the client experience.
Tim Welsh, is President, CEO and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. 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 regular columnist for RIABiz, ThinkAdvisor, and wealthmanagement.com, and is a frequent speaker at industry conferences and events.
In our conversation, Tim talks about how client expectations of financial advisors are changing.
We discuss the impact of firms like Amazon on how your clients perceive the value you deliver. From there we get very granular to examine how these kinds of changes will impact your process, right down to how you onboard new clients. Tim also shares some thoughts on how some financial advisor firms are using technology particularly well, and where there's room for improvement.