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Triple Play

Triple Play

Tim Welsh (center), CFP and founder of consulting firm Nexus Strategy (, poses with Laserfiche sponsors (, a document management product for financial advisors and allied institutions.

Welsh, along with compliance expert Thomas Giachetti provided a breakout session called "The Technology Impact of the Dodd-Frank Reform Bill on Financial Planners." Welsh also spoke about "Leveraging Web 2.0 Technologies to Better Communicate with Your Clients and Attract New Prospects." Finally, Welsh offered a keynote presentation called "New Technology Secrets of Top Performers.´´

FPA is offering handouts and recordings of all sessions, singly or as a set. Learn more at