FPPad and Blueleaf Partner to Deliver Adviser Technology Content

I am happy to announce that I’m now contributing technology-related content to Blueleaf, a new personal financial tracking tool for both consumers and financial advisors.

Take a moment and read my first post Why Advisor Software Feels So Outdated.

Look for more posts featuring industry perspectives, best practices, and Blueleaf highlights in the future on the Blueleaf blog. And if you’re interested in learning more about the Blueleaf platform, click to request an invite.



4 Responses to “FPPad and Blueleaf Partner to Deliver Adviser Technology Content”

  1. Susan Weiner June 13, 2011 8:02 pm

    Congrats, Bill, on expanding your distribution!

  2. Juan Ros May 21, 2014 2:35 pm

    Congrats, Bill!

    I tried reading your first post, but the link here doesn’t seem to be working…?


    • Bill Winterberg May 23, 2014 10:17 am


      Thanks for catching the bad link. Blueleaf recently changed their blog address and I have updated the link to point to the correct article.


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