Welcome to the WealthTech Winners Circle Podcast! This is the show that explores solutions to the technological challenges that impact today’s financial professionals.  In this episode, host Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, is joined by Aaron Klein, CEO of Riskalyze. Riskalyze took home multiple Wealthies in 2019, including a … Continue reading Ep 1 – Create Fearless Investors With Riskalyze — With Aaron Klein →

Ep 2 – Delegate to Technology With Betterment For Advisors — With Jon Mauney

Welcome to the WealthTech Winners Circle podcast, in this podcast we break down the technology challenges that are impacting today’s financial professionals.  Our goal is to identify these challenges and potentially uncover solutions across tech integrations, adoption, emerging technology, evaluating solutions and more.  Through this content we hope to help professionals avoid common pitfalls and move their services towards an award winning strategy for 2020 and beyond.