On today’s broadcast, Riskalyze enhances its best client facing technology with a fresh new interface, Advicent adds new integrations for Schwab Intelligent Technologies, and, get my best cybersecurity tips to protect your business from hacking, phishing, and spoofing attacks.

So get ready, FPPad Bits and Bytes begins now.


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I teamed up with Brian McLaughlin, CEO of Redtail Technology, for the ALS #IceBucketChallenge.

The results are pretty awesome!


40 Under 40


This month, InvestmentNews released its inaugural 40 Under 40 project to recognize the talent, influence, and contributions of young professionals in the industry, and it is an honor to be one of the individuals on the list.

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The Heartbleed FAQ


A bug in an Internet security standard could be used to expose adviser passwords and more.

Find out what you need to do to stay protected in the wake of Heartbleed.

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The Top Ten Blogs for Financial Advisers


RIABiz selected the top ten industry blogs for financial advisers.

FPPad is honored to be included. Find out who else made the best-of-the-best among industry blogs.

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What others are saying...

Bill Winterberg … is rapidly becoming a personality in the financial planning space.

– Bob Veres

Bill is the Walt Mossberg of technology for financial advisers.

– I ❤ Wall Street - http://iheartwallstreet.com/

We are pleased to invite Bill Winterberg back to speak again. Bill’s technology presentation was one of the highest rated sessions last year.

– FPA NorCal Conference Committee - http://www.fpaeastbay.org/NL-March12.pdf

Just got off the phone with @BillWinterberg. In terms of tech tools for advisors, he’s a fiduciary. #HighestCompliment

– Justin Smith, CFA®, CFP® - https://twitter.com/#!/mrjustinwsmith/status/145191145398476801

Bill is consistently one of the best presenters out there. Please keep him coming!

– Attendee | FPA Retreat 2013

Nicely done! Clear and very specific solutions to the future way to effectively communicate and grow business.

– Attendee | FPA NorCal 2011 Conference

Social media heavyweights like Bill Winterberg…

– Financial Social Media - http://financialsocialmedia.com/social-media-financial-professionals-vine-videos/