Tim Welsh

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  4 Steps to More Effective Marketing (and a Better Website, Too)

  By Danielle Andrus, AdvisorOne  |  May 3, 2013

  There are four parts to an effective marketing strategy, Tim Welsh, president and founder of Nexus Strategy, said at the 2013 NAAIM Annual Conference.

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  Market Blitz With David Blitzer; Growth by Design Study; 2013 Career Guide: January Investment Advisor—Slideshow

  By Editorial Staff  |  December 21, 2012

  The new year typically gets people looking ahead at things to come. Considering the things David Blitzer, chairman of the index committee at S&P Dow Jones Indices, sees coming, we couldn’t wait to share them.

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  Tom Giachetti's 10 Blunt Compliance Warnings

  By James J. Green, AdvisorOne  |  December 21, 2012

  Tom Giachetti doesn’t mince words.

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  What’s All the Fuss About Schapiro?

  By James J. Green, AdvisorOne  |  December 21, 2012

  By the time you read this, Elisse Walter (at least temporarily) has replaced Mary Schapiro as chairman of the SEC.

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  Tom Giachetti’s 10 Blunt Compliance Warnings

  By James J. Green, AdvisorOne  |  November 30, 2012

  The federal compliance picture: What SEC examiners want. The local compliance picture: State examiners "are not your friends."

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  What Advisors Need to Know Before Going Independent

  By Marlene Y. Satter, AdvisorOne  |  September 25, 2012

  A webinar hosted by AdvisorOne presented guidance on how advisors can decide whether to break away—and if so, some of the essentials they should know to make it a successful move.

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  Advisors Going Independent: The Issues, the Costs, the Payoffs

  By James J. Green, AdvisorOne  |  September 19, 2012

  A Sept. 25 Web seminar featuring Tom Giachetti, Tim Welsh and David Patchen addresses the key issues for any advisor looking to 'break away' from a wirehouse, change broker-dealers or go completely independent as a RIA.

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  Should Practice Management Really Be Eligible for CE? Part 1

  By Michael E. Kitces  |  September 6, 2012

  Who wants a doctor who skipped classes on the latest medical treatments to instead learn about marketing or a new billing software?

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  Three Big Trends in RIA Industry: 2012 TechLeaders Conference

  By John Sullivan, AdvisorOne  |  March 20, 2012

  Tim Welsh, president and founder of Nexus Strategy, discussed several major trends in the RIA space, like stronger demand for independent advisors and Canadians looking southward.

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  Financial Advisors and Social Media—Shall We Dance?

  By Greg Friedman, MS, CFP  |  December 19, 2011

  In advisor and software guru Greg Friedman's premiere blog for AdvisorOne, suggestions on how advisors can make strategic sense out of social media.