Subscribe
Copied to clipboard
Share
Share
Copied to clipboard
Embed
Copied to clipboard
Billion Dollar Backstory
Trailer
Bonus
Episode 34
Season 1
34: Trillion Dollar Wirehouse, Trillion Dollar RIA Custodian, Boutique Consultancy Founder Tim Welsh of Nexus Strategy on the RIA Industry | Why Founder-Led Sales Matters in Fintech and Investments | The Story of Industry Awards Program “The Wealthies”
A founder's journey never truly ends. Sometimes, that feels like a blessing and a curse, all at once. Hearing 'no' over and over again gets old!
Today, Tim Welsh, founder of boutique consultancy Nexus Strategy, joins Stacy to talk about why the double-edged sword of foundership is more of a blessing than a curse.
While Tim’s initial journey as a founder was behind him, he raised his hand to go back to the basics to get his latest idea off the ground.
Now, "The Wealthies" serves as his example of starting over - or starting fresh - to create something great as a multi-talented founder.
Ready for a healthy dose of motivation and advice that’ll make the startup grind a lot easier? Listen in as Tim and Stacy discuss:
- Advice for any founder that’s shying away from founder-led sales
- The true cost of bootstrapping your fundraising
- The interplay between software and companies and RIAs
About Tim Welsh:
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
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. Tim earned a bachelor's degree in Economics from the University of California, Berkeley and an MBA in Finance from the University of Colorado’s Leeds School of Business.
Fun facts about Tim Welsh:
- He met Vanna White and Pat Sajack backstage at a taping of the Wheel of Fortune
- He ran the New York Marathon
- He won an ESPN (show producers) fantasy football league 3 times
Resources Mentioned in This Episode:
- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership