General Archives - Page 8 of 13

The Twitter Backchannel for FPA Retreat 2010

Posted on April 22, 2010 by Bill Winterberg in General

FPA Retreat 2010 begins today in San Antonio, TX. I’m on baby duty this weekend, otherwise I’d be attending this event.

So for those of us watching from the sidelines, follow the Twitter backchannel for the event using the #fparetreat hashtag. Mary Corbin, Managing Editor of the Journal of Financial Planning, bless her heart, is live tweeting from the event.

Don’t take this the wrong way, but I think Mary, Rick Kahler, and Marion Asnes might be the only individuals tweeting from the event. No doubt Retreat attracts a more experienced crowd, plus many advisors choose not to send messages out through social networking sites due to compliance concerns, so don’t expect a flood of insight from the event.

Welcome Wealth Management Marketing Subscribers

Posted on April 15, 2010 by Bill Winterberg in General

FPPad.com is this month’s Featured Resource in Wealth Management Marketing’s newsletter. I want to welcome WMM subscribers to FPPad and provide some links to show you what’s popular on this site.

First, you can subscribe to the FPPad RSS feed by clicking here.

Don’t use an RSS reader? We recommend Google Reader. It’s free and easy to use.

Prefer email updates instead of RSS? We have an email subscription option, too. Just click here to subscribe by email.

So here’s a glimpse at what many visitors to FPPad find useful:

Thanks again for visiting and thank you to Wealth Management Marketing for featuring FPPad this month!

Presentations Made to Stick from Dan Heath

Posted on March 12, 2010 by Bill Winterberg in General

Here’s another follow up to a topic I’ve discussed before on FPPad (Reinvent Your Presentation Style).

Consider what you are trying to accomplish when you deliver a presentation, be it to allied professionals evaluating your firm, potential clients, or guests at a client appreciation event.

Often the most effective way to deliver your message can be accomplished through three simple tips shared by Dan Heath, co-author of Made to Stick.

Click here to view Made to Stick: Giving Presentations, Dan Heath’s three and a half minute video on FastCompany.com

FPA Business Solutions 2010 Conference Twitter Hashtag

Posted on February 26, 2010 by Bill Winterberg in General

In response to several inquiries on yesterday’s post, I’m going to use #FPABizSol as the Twitter hashtag for updates from FPA Business Solutions 2010 next week. That is, unless I’m overruled by a majority of tweets from other attendees using a different hashtag.

Nevertheless, you can click here to view all tweets with the #FPABizSol hashtag.

The Necessity of CRM at FPA Business Solutions 2010

Posted on February 25, 2010 by Bill Winterberg in General

Today I put the finishing touches on a CRM presentation prepared for next week’s FPA Business Solutions 2010 conference. I’m appearing along with Laurie Gripshover, a professional coach and consultant to financial services professionals, in a session titled CRM: No Longer a Luxury: A Necessity on Monday morning. Davis Janowski, the technology reporter for InvestmentNews, will be the moderator.

Click here to view the entire conference agenda.

I’ll be attending most of the sessions on Monday and Tuesday, so if you see me, stop me and say hello.

FPPad Readers Have Spoken: New Image

Posted on February 20, 2010 by Bill Winterberg in General

Thanks to everyone who cast a vote in last week’s poll on selecting a new profile image for my blog and select social media sites.

By a 3-vote margin, this is the winning picture:

I eventually want to get around to updating the template used for the FPPad blog design. I’m thinking of selecting some themes from WooThemes. Anyone have any feedback?

But first I need to get through my current work helping clients with technology, writing several columns, and speaking at upcoming conferences.

Ask the Readers: New Profile Photo

Posted on February 12, 2010 by Bill Winterberg in General

I have new photos to use for profile pictures, but I can’t decide which one to select. So I’m asking FPPad readers to submit their vote.

Please submit your vote below by February 19 (if you’re viewing this post in your RSS reader and the poll doesn’t show up, click here to view the full post). Thanks!

[polldaddy poll=”2692976″]

Attend My Panel Presentation at FPA DFW Career Day

Posted on January 27, 2010 by Bill Winterberg in General

I was asked to appear on a panel for the upcoming FPA of DFW Career Day event this Friday, January 29. The panel is going to address career development and career path trends for young financial planners and career changers in the financial planning industry.

I believe there will be a total of four panelists, each representing different backgrounds, experiences, and pathways into financial planning. All panelists are members of FPA NexGen, a unique community for up-and-coming professionals who represent the future of financial planning.

Click here to visit the FPA DFW Career Day 2010 event listing. Today (Wednesday) is the last day to register, so be sure to sign up!

The Career Day and CE event begins at 11am while the round table panel discussion is scheduled to begin around 2:30pm.

If you plan to attend the Career Day event, please seek me out and introduce yourself. Also, if you have questions about career development, bring them up during the round table discussion.

FPPad