Tag Archives: Bill Winterberg

July 20, 2017 Update

July 20: 2 minute read

I haven’t published new content to FPPad since March 2017, so here’s some quick insight on things behind the scenes.

I’ve published several videos to the FPPad YouTube channel, including longer discussions with RIA in a Box and Snappy Kraken that include product walkthroughs. Subscribe to the FPPad YouTube channel AND click the bell icon to receive notifications when new videos are posted. Arguably that’s the easiest way to see what gets published, as I don’t always follow up with an update via email or even a new post to the FPPad blog.

Generally, I’ve been posting regularly to Twitter, including links to insightful interviews, previews of the #FuseUtah hackathon coming in September, and a new savings account startup that might, just might, pay 2-4% interest on your cash (pending a planned release in October, which you should know, is more like a guideline than a definitive date).

But in case you’re wondering, the answer is yes, I’m still focused on covering companies, trends, and issues in financial adviser technology, but the volume and frequency of my content has trailed off over the last six months.

Here are three main reasons why.

First, I took on several retainer engagements in H1 2017 to create marketing materials for social media channels for several companies including Morningstar and Redtail Technologies. Here’s some Morningstar promotional material we produced and here’s what we’re working on with Redtail: http://www.wheredoyouredtail.com/ (and when I write we, I mean Steve Biermann and I). As I created more video content personally and for FPPad (I have something like 400 videos on that channel), I discovered that 1) I liked the creative process, and 2) I’m actually pretty good at creating compelling videos, and 3) more companies want to increase their footprint in the online and social content marketplace to promote their brand and communicate their story.

Second, I took all of June and half of July off to go on a 32-day trip to Yellowstone and back with my family, and I decided to make a daily vlog of the trip. In my 39 years I’ve never been to that part of the country, and I’m so blessed to have the opportunity to take it all in for a month and at the same time capture each day’s moments in a permanent family movie.

And finally, I’ve taken advantage of the slow summer to figure out more scalable ways to continue to add value to the thousands of you who have subscribed to FPPad without overwhelming too many of you with a barrage of disparate pseudo-content updates. I don’t quite have the answer of what format(s) that will take in the near future, but I do know that I’m not giving up on fintech or the importance of the financial advice you deliver to clients.

There are still millions of Americans who aren’t getting the financial advice from which they can benefit tremendously, and I firmly believe that the application of financial technology can increase access to financial advice at a price most Americans can afford.

So if you have comments or suggestions on what would benefit you as a subscriber, or if you just want to offer words of support, hit me up on Twitter or email me at bill@fppad.com

Thank you!

It’s a privilege to be named an InvestmentNews 40 Under 40 Honoree

I truly appreciate the opportunity to connect with you, the community of financial professionals here at FPPad, to help keep you informed and up to date on technology innovation in financial services.

And when someone recognizes my contributions to the industry, I feel that it further validates the passion I have to help financial professionals build better businesses with technology.

InvestmentNews 40 Under 40 Honoree

Investment News 40 under 40Yesterday, InvestmentNews released its inaugural 40 Under 40 project to recognize the talent, influence, and contributions of young professionals in the industry, and it is an honor to be one of the individuals on the list.

For more about the progression of my career since founding FPPad in 2008, I put together a short video to reflect on the last six years and to envision what’s ahead in the future of the financial advice industry.

Enjoy, and thank you so much for helping contribute to the success of FPPad!

InvestmentNews 40 Under 40 Entrepreneurs: (l to r: Kristen Luke, Jason Van Duyn, and Bill Winterberg)

InvestmentNews 40 Under 40 Entrepreneurs: (left to right: Kristen Luke, Jason Van Duyn, and Bill Winterberg)

The top 10 industry blogs for financial advisers


Michael Kitces’ Nerd’s Eye View blog caps this impressive list of sites every adviser should visit

These top ten blogs in financial services cover the spectrum of financial advisers’ information needs

So you want to know some of the best sources where I get my news?

RIABiz Top 10 Industry Blogs

RIABiz just released its list of the top 10 industry blogs for investment advisers. This is a collection of some of the premiere sites on the web you can use to transcend the challenges of being an independent financial adviser.

And yes, I have a vested interest in this list, as the site you’re visiting right now, FPPad.com, is ranked #3 in the RIABiz list.

Humble Beginnings

But before you head over to RIABiz to read the complete list, let me thank each and every one of you for your support.

FPPad first started as a blog about technology for financial advisers back in January 2008.

Six years later, I’m privileged to be listed as one of your go-to resources for all things technology in this industry.

So if you want to stay up to date on new industry technology, please subscribe to my free newsletter!

All set?

Now go over to RIABiz and read The RIABiz top 10 industry blogs — and what bloggers they recommend

Photo: RIABiz.com

Ask the Tech Experts: Register for this free InvestmentNews webinar

06/12/2013 UPDATE: A replay of the webinar is available. Register for free to view the archive using the link below. NOTE: The replay is not compatible with mobile devices.

I have the privilege of presenting alongside Joel Bruckenstein, co-founder of Technology Tools for Today, and Davis Janowski, technology reporter for InvestmentNews in an upcoming free webinar. Watch the promo video above.

Ask the Tech Experts: Trends in Advisory Technology will be hosted Tuesday, June 11 at 4:00 p.m. Eastern.

View the archive for free at InvestmentNews.com.

Click the image to view the free archive.

Click the image to view the free archive.