Welcome to

FPPad

Thank you for visiting FPPad, the premiere resource for financial planning technology information.

For more about FPPad, view my introductory video.

Subscribe today!

Newsletter | YouTube | iTunes

Defend Against Phishing Attacks

 

Today’s phishing attacks are extremely sophisticated.

Attacking your own employees might just be the way to prevent becoming the next victim.

Read More

Influential Blogs for Financial Advisors

 

FPPad.com was just named among the top 10 Influential Blogs for Financial Advisors.

It’s a privilege to be included with other sites rich with resources and information.

Read More

How to hide LinkedIn Endorsements on your profile

 

LinkedIn’s new profile design is here, and that changes the way advisers hide Endorsements.

This screencast shows you the new steps to hide Endorsements from your profile so you can avoid compliance pitfalls.

2012′s Best Tech for Advisers

 

Are you using one of this year’s Best Tech for Advisers award winners?

Find out in my annual best in tech update.

 
Read More

Should advisers buy Windows 8?

 

Is Windows 8 a buy right now for financial advisers?

FioFolio CEO Matt Abar talks about the pros and cons of Windows 8 in this FPPad On Air broadcast.


http://instreamwealth.com

What others are saying...

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

– Bob Veres

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.

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

If financial planners hope to utilize technology to bring down the unproductive Goliath financial structures of yesteryear, Bill is your stone.

– Aaron Coates, CFP®

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

Wonderful presenting style, completely engaging! Would attend another session by Bill no matter the topic. Great value of my time.

– Attendee | FPA Denver 2010 National Conference

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

– Attendee | FPA NorCal 2011 Conference