FPPad Bits and Bytes for January 16

On today’s broadcast, learn about new updates from eMoney Advisor and Redtail CRM, plus, learn what four technology experts are saying about trends you need to watch in 2015.

So get ready, FPPad Bits and Bytes begins now.

(Watch FPPad Bits and Bytes on YouTube)

Today’s episode is brought to you by Building Trust Online, a new business I founded with my executive producer Steve Biermann. You probably already know that videos like this can help you build relationships and trust with clients and prospects who are looking for you online, but you’re not sure how to get started and you’ve never been trained to be confident in front of the camera.

Building Trust Online

Learn more about our coaching and media skills training by visiting buildingtrustonline.com, and sign up for the free newsletter while you’re there.

Here are the links to this week’s top stories:

Tech Review: eMoney’s Next Generation from Financial Planning, and

Work smarter with Redtail CRM from Redtail Technology

[Now this week’s news you need to know comes from two popular software providers in the advisor technology marketplace. First up is eMoney Advisor which announced the release of emX back in mid-December.

emX is a radical and refreshing redesign of the original 360 and 360 Pro products from eMoney, and includes new features like mobile-friendly access for advisors, co-browsing and presentation modes, and deep integrations with many of the industry’s other leading technology providers.

One of those integrations is with Redtail Technology, which is the source of the second update you need to know. This week, Redtail officially rolled out the third iteration of its CRM software dubbed Project Tailwag. Just like eMoney emX, Redtail’s Project Tailwag modernizes the look and feel of the CRM, adds mobile-responsive design, and includes feature enhancements to notes, activities, and contact information in response to advisor feedback.]

Advisers + Technology: Better than Either Alone? from the Journal of Financial Planning

[Rounding out news you need to know this week is a panel discussion moderated by Michael Kitces for the January edition of the Journal of Financial Planning. Industry authorities Joel Bruckenstein, Steve Lockshin, Hardeep Walia, and yours truly tackled tough questions from Michael on the technology trends you need to put on your radar right now.] Leading tech experts Joel Bruckenstein and Bill Winterberg, along with the heads of two prominent platforms, Hardeep Walia of Motif Investing, and Steve Lockshin of Betterment Institutional, discuss how technology can create better advisers.


Watch FPPad Bits and Bytes for January 16, 2015

Watch FPPad Bits and Bytes for January 16, 2015



8 Responses to “FPPad Bits and Bytes for January 16”

  1. Marshall January 16, 2015 9:21 am

    Hi Bill:

    Glad to hear you are feeling better!

    I appreciated the overview of eMX this week. You asked for feedback about the length…my two cents is that I prefer the longer form. Through that you help us stay aware of broader trends in the industry (a wider set of possible applications for your audience).

    Thanks for all you do!


  2. Eric January 16, 2015 10:55 am

    Hey Bill, I actually like the slightly longer episodes mainly because your content is so industry specific that your additional details and insight are always welcomed and majorly informative. The way you synthesize the tech trend are done in such an efficient way that if your video was 5 to 6 minutes it still saves me the 30 minutes to an hour to research all the trends myself, learning the differences, and hear what other commentators have to say regarding the products. Plus you are carving yourself into an authority and voice in the space that I trust what you are putting out there, so why not hear more?!
    Just a few cents from a millennial advisor.

  3. Allison Beinecke January 16, 2015 11:40 am

    I really like the shorter version. It is short sweet and to the point. good luck with the new venture- it is a wonderful idea and definitely something that we are going to think about utilizing.

  4. Emery Smith January 16, 2015 11:55 am

    Glad you are back! Like the format – and the humor.

    BTW, those ‘dogs’ over at RedTail really keep bringing their ball to the game. The new version is pretty awesome. Looking forward to a new year of using it.

  5. Andy Pike January 16, 2015 1:44 pm


    Happy New Year! Glad you’re back among the living. I love FPPad Bits and Bytes…I always look forward to the new editions…I do get quite a bit of good information from your blog posts etc. Thanks for what you do.

    Have a great 2015!

  6. bill hufnell January 16, 2015 4:20 pm

    I liked the longer version : ).

  7. Tara February 18, 2015 3:37 pm

    I liked the longer version too, but that’s just me.

    Glad you’re back.

    • Bill Winterberg February 20, 2015 11:50 am

      Thank you Tara, it’s good to be back!