Today Shad Besikof is joined by his longtime friend, former Schwab Advisor Services colleague, and President and Founder of Nexus Strategy, Tim Welsh, CFP®. In this episode of GetClarity, Shad and Tim discuss trends and opportunities advisors making the switch to independence should consider. Tim shares why many advisors are now leaning on third parties to launch, the importance of strong communication, marketing strategies and how to tackle capacity concerns.

About Tim:  Tim Welsh, CFP® is the president 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 where he led the development and marketing of practice management resources for independent advisors. While at Schwab, Tim also held senior roles in Strategy, Marketing, Advertising, PR and Industry Content development. 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 guest columnist for RIABiz, InvestmentNews and Wealthmanagement.com, and is a frequent speaker at industry conferences and events.