Why Tech Is Key to Firm Owner Success With Tim Welsh

In the past 20 years, digital innovations have transformed the financial planning industry. Unfortunately, RIA firm owners have failed to keep up with changes that could make their businesses more efficient and able to scale faster.

On this episode of the Elementality podcast, Reese Harper interviews technology expert Tim Welsh of Nexus Strategy. An industry veteran, Tim explains how understanding innovation is a key to being an effective advisor and owner.