Wealthies Circle

Recent Episodes

Ep 6- Bringing You the Latest in Innovation- Jon Patullo

Posted May 21, 2020 • 00:22:58

In this episode, David Armstrong Editor in Chief of Wealthmangement.com, talks with Jon Patullo, from TD Ameritrade, who won a 2019 Wealthies award...

Ep 5 – Providing a Better Advisor & Client Experience – Steve Leivent

Posted May 7, 2020 • 00:21:16

In this episode, Tim Welsh, President of Nexus Strategy and consultant to the Wealthies, speaks with Steve Leivent Senior VP at SS&C Advent Advisory...

Ep 9 – How’s Innovative Technology Helping Financial Advisors – With Kelly Waltrich and Eric Clark

Posted May 4, 2020 • 00:26:46

Most of us have access to online banking, which allows us to freely keep track of all of our financial information. But what about having online access...

Ep 4: Are You Automating These 5 Critical Growth Objectives Yet? –– With Robert Sofia of Snappy Kraken

Posted April 23, 2020 • 00:28:19

Are you automating your high-value and time-consuming activities so that you can focus on what your most qualified to do? In this episode, Tim Welsh,...

Ep 3 – Use Technology to Start Conversations About Longevity –– With Kevin Ruth of Whealthcare Planning

Posted April 9, 2020 • 00:27:49

People are more inclined to be truthful when they’re telling their answers to a computer rather than to a person. With that said, are you using technology...