Tim Welsh

@united Please send your Venmo for $300,000

@NexusStrategy Hi, Tim. We value your loyalty. If you need assistance please send us a DM with your confirmation number.

So, after 2.5 million miles, maybe time to leave @united ? Gave up hope for upgrades despite 1k status for life. Literally, 1 for 40. 😝So, for cross country flights, just spend the $$ for the biz class and get text that they won’t have catering. Why stay?!? @Delta want me?

For those who celebrate, Happy St. Patrick’s Day!

Commonwealth’s ’23 Asset Haul a Record $15.9B financialadvisoriq.com/c/4423834/5751…

Lights! Camera!: Advisors Discover The Power Of Video Marketing fa-mag.com/news/lights--c…

@Diana_Britton @wealth_mgmt @djamesarmstrong @michaelhsamuels @ddjanowski I do not see Chicken Parm!

Dinner at Pietros nyc with @wealth_mgmt IRL!! @djamesarmstrong @michaelhsamuels @ddjanowski

If you missed T3 this year, check out my summary in @ThinkAdvisor Congrats to @FinTechie for the 20th anniversary! 20 Years In, T3 Remains an Emerging Tech Barometer at.law.com/aULaZw?cmp=sha…

GMO Launches Nebo Wealth At #T32024 wealthmanagement.com/technology/gmo…

Arax Acquires $1B IBD; Recruits $2B Alex. Brown Team wealthmanagement.com/ria-news/arax-…

For those of you have left California, our gift to you! First day of winter. #NorCal.

Heavyweight tech panel featuring @redtailtech @FinTechie @inventwithus @craigiskowitz talking AI. #MSUM23

@JasonLahita @StreetCred_PR

After this week I will be consuming a glass of wine tonight the size of my head. And then off to #MSUM23, where @StreetCred_PR will assume command of #PR responsibilities, as we do. Who’s with me?

It’s like they don’t know what day it is. #StoneTree 8 tee

Sources: Focus Financial Firms To Consolidate wealthmanagement.com/ria-news/sourc…

If you missed the CAIS and Nitrogen events, check out my summary here on @ThinkAdvisor CAIS, Nitrogen Events Highlight Growth Strategies at.law.com/fE5LGq?cmp=sha…

Schwab 2,000-layoff aftershocks roil the industry as it's revealed top tech talent -- led by widely regarded veteran Kartik Srinivasan -- were axed, raising questions about future of Schwab innovation riabiz.com/a/2023/11/3/sc…

SEC looking into JPMorgan advisory fees, Wells cash sweeps financial-planning.com/news/jpmorgan-…

Admitting Imperfections, Schwab Works to Make Advisor Center More Palatable wealthmanagement.com/ria-news/admit…

There Is No Perfect CRM wealthmanagement.com/wealthstack/th…