Most Popular Posts
The iPad for Financial Advisers
Find out how financial advisers and wealth managers are using the iPad in their business.
Is Dropbox Safe?
Financial advisers want to know: is Dropbox, the simple and convenient file storage service, safe and secure? The answer to that question may not be so clear.
Why You Can’t Trust Clients
Hackers are targeting RIAs by “spoofing” client identities in attempt to wipe out their investment accounts.
What others are saying...
– Bob VeresBill Winterberg … is rapidly becoming a personality in the financial planning space.
– FPA NorCal Conference Committee - http://www.fpaeastbay.org/NL-March12.pdfWe are pleased to invite Bill Winterberg back to speak again in 2012. Bill’s technology presentation was one of the highest rated sessions last year.
– Aaron Coates, CFP®If financial planners hope to utilize technology to bring down the unproductive Goliath financial structures of yesteryear, Bill is your stone.
– Justin Smith, CFA®, CFP® - https://twitter.com/#!/mrjustinwsmith/status/145191145398476801Just got off the phone with @BillWinterberg. In terms of tech tools for advisors, he’s a fiduciary. #HighestCompliment
– Attendee | FPA Denver 2010 National ConferenceWonderful presenting style, completely engaging! Would attend another session by Bill no matter the topic. Great value of my time.
– Attendee | FPA NorCal 2011 ConferenceNicely done! Clear and very specific solutions to the future way to effectively communicate and grow business.