The Investipal podcast
Building an independent practice.
With Tim Welsh
Loads the YouTube player when selected.About this episode
Tim Welsh, introduced as president of Nexus Strategy, reflects on his path from Merrill Lynch and Schwab to advisory consulting. He discusses simplifying complexity, choosing niche markets, and using technology to grow a practice. The conversation considers disconnected tech piles versus unified solutions, AI’s potential for productivity and engagement, and advice for new and independent advisors.
Discussion themes
- Simplifying complexity and choosing niche markets.
- Disconnected tech piles versus unified solutions.
- Tim’s perspective on AI, productivity and client engagement.
- Growing beyond the early stages as a new or independent advisor.
These notes summarize the original episode description. They are not a transcript.