Tim Welsh (center), CFP and founder of consulting firm Nexus Strategy (www.nexus-strategy.com), poses with Laserfiche sponsors (www.laserfiche.com), 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