Delivering Tech to Expand Vision for Advisers

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  • 02 mins 18 secs
Brad Burgess, Orion’s CTO discusses the Veo One technology platform and how it helps advisers realize their visions.


Advisor Technology with Tim

Timothy D. Welsh, CFP® is President and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Nexus Strategy’s primary focus is working with investment advisors on growth strategies as well as partnering with leading financial services and technology firms to distribute products and services through the advisor channel.