Updates from 2020 National LINC

 

I met with TD Ameritrade Institutional’s Jon Patullo to discuss how TD Ameritrade Institutional is moving forward with its advisor technology initiatives given the recent new of the acquisition by Charles Schwab..

Top 3 Innovation Trends for 2020

 

Hear what Dani Fava, Director of Innovation for TD Ameritrade Institutional, has to say about three innovations that are just around the corner (or in some cases, here today!) that are sure to change the conversations financial advisors are having with clients..

 

Benefits of Migrating to Envestnet | Tamarac

 

Learn from Stephen Seo, Chief Investment Officer of RVW Wealth in Los Angeles, about the benefits his firm unlocked by making a transition to the Envestnet | Tamarac platform.

 

Tour Schwab’s Tech Alley with John Connor

 

In what’s becoming an annual tradition while attending the Schwab IMPACT® conference, I once again connected with John Connor, VP of Digital Advisor Solutions with Charles Schwab to tour a sampling of the vendors participating in the “Tech Alley” in The Exchange.!

 

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The Blue Shirt Vault!

 

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


What others are saying...

Bill is an undisputed leading source of news, insight, and thought leadership on financial planning technology.

– XY Planning Network - http://www.xyplanningnetwork.com/fintech/

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

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

– Bob Veres

Social media heavyweights like Bill Winterberg…

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