Most Popular Posts
What others are saying...
– Bob Veres
Bill Winterberg … is rapidly becoming a personality in the financial planning space.
– FPA NorCal Conference Committee - http://www.fpaeastbay.org/NL-March12.pdf
We 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/145191145398476801
Just got off the phone with @BillWinterberg. In terms of tech tools for advisors, he’s a fiduciary. #HighestCompliment
– Attendee | FPA Denver 2010 National Conference
Wonderful presenting style, completely engaging! Would attend another session by Bill no matter the topic. Great value of my time.
– Attendee | FPA NorCal 2011 Conference
Nicely done! Clear and very specific solutions to the future way to effectively communicate and grow business.