FPPad Tech Tour!


On today’s broadcast, Michael Kitces highlights a roadmap for location independent advisors, several new tech tools emerge that are worthy of your attention, and what are all these videos about something called FPPad Tech Tour?

So get ready, FPPad Bits and Bytes begins now.


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Vlog 001: Behind the Scenes


See what I do when I’m not in the studio filming FPPad Bits and Bytes. Plus:
How does my business make money?
What’s the best burger in Omaha?
Who is Steve Biermann?
If you consult with technology providers, doesn’t that make you biased?

World of Watson


IBM showcased their cognitive computing abilities at a World of Watson event in New York City. Get an up close look at what this means for the future of financial services.

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Veo One™ Preview


See a preview of Veo One™, TD Ameritrade Institutional’s updated online dashboard designed to be a single source for an advisor’s daily workflow.


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Tour the “Vendor Village”


One of the nerve centers at the 2015 TD Ameritrade Institutional National LINC conference is the “Vendor Village,” filled with dozens of integration solution providers that leverage Veo Open Access. Watch the video for a tour of what’s new in the Vendor Village at this year’s event.


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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/