Vanare Adds Two Integrations


On today’s broadcast, Vanare announces two integrations that should raise a few eyebrows, and relationship intelligence gains momentum in the apps you might be using in your business.

So get ready, FPPad Bits and Bytes begins now!


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2016 Morningstar Investment Conference


Steve and I attended the 2016 Morningstar Investment Conference in Chicago. We made a daily vlog about the event. Check it out!

Best Audio & Video Gear


From the 2016 NAB Show, we highlight some of the best gear and resources we could find to help content creators tell their story with online video content.


The Blue Shirt Vault!


Enjoy episode four of FPPad Tech Tour featuring a conversation with fintech industry’s self-proclaimed nerd Michael Kitces.

Veo Open Access Updates


At the 2016 TD Ameritrade Institutional National LINC conference, I met with Jon Patullo and Chris Valleley to get up to speed on the latest updates regarding Veo Open Access as it continues to gain more momentum this year.


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 -

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 -

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

– Justin Smith, CFA®, CFP® -!/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 -