Tag Archives: vlog

2016 Morningstar Investment Conference: Day 3 Vlog

Posted on June 23, 2016 by in Conferences

On the final day of the 2016 Morningstar Investment Conference, we wrapped up our vlog coverage with several discussions about things to implement as attendees return to their office.

We first attempted to capture sound bites on some of the best ideas heard at the conference, but this ended up unfolding in an unexpected way.

Next we connected with Blane Warrene and Marie Swift who have supported Morningstar’s social hub since it’s debut at the Morningstar Investment Conference five years ago.

We finished with varying perspectives from more key Morningstar employees, with one of them including, if you can believe it, a karaoke song about account aggregation.

I hope you enjoy the experience of day three of the 2016 Morningstar Investment Conference from our perspective.

(Watch the vlog on YouTube)

2016 Morningstar Investment Conference: Day 2 Vlog

Posted on June 21, 2016 by in Conferences

The 2016 Morningstar Investment Conference spans three days in Chicago to deliver the best investment ideas and discussions to financial professionals.

Morningstar asked my executive producer Steve and me to attend their conference and create a daily vlog.

I hope you enjoy the experience of day two of the 2016 Morningstar Investment Conference from our perspective, including a new segment we attempted called “Escalator Interviews!”

2016 Morningstar Investment Conference: Day 1 Vlog

Posted on June 20, 2016 by in Conferences

You might not believe who has started vlogging.

Morningstar, one of the biggest names in investment research, brought me to their conference to create a daily vlog about the event.

Experience the 2016 Morningstar Investment Conference from a completely new perspective: a vlog.

FPPad vlog 003: TD Ameritrade Institutional 2015 tech summit

Posted on June 23, 2015 by in Vlog

In vlog 003, I flew to Chicago to attend the TD Ameritrade Institutional 2015 tech summit.

Every year TD Ameritrade Institutional hosts a tech summit for vendors who are part of the Veo® Open Access ecosystem.

Get an exclusive look inside at what goes on at this summit and how TD Ameritrade Institutional works with integrated solution providers to help advisors build better businesses with technology.

I’d love to hear your questions and comments, too. Add them below or send me a tweet to @billwinterberg.

FPPad vlog 002: The future of wealth management

Posted on June 20, 2015 by in Vlog

In vlog 002, I flew to New York to attend an event focused on the future of wealth management. Don’t be too surprised by what you see an hear in this recap of my 36-hour experience in the Big Apple.

I’d love to hear your questions and comments, too. Add them below or send me a tweet to @billwinterberg.

FPPad Vlog 001: Doesn’t consulting make you biased?

Posted on May 25, 2015 by in Vlog

I’m experimenting with a vlog here on FPPad, where you can learn about the things I do to create content for FPPad, how I learn about new technology for financial advisers, and see what goes in to following the rapidly evolving landscape of technology in financial services.

In this first vlog, see what I do when I’m not in the studio filming FPPad Bits and Bytes. Plus, learn how my business makes money, who serves the best burger in Omaha, who is Steve Biermann, and how I separate consulting from reporting on technology providers.

I hope you enjoy this glimpse of life in FPPad.

I’d love to hear your questions and comments, too. Add them below or send me a tweet to @billwinterberg.

My First Vlog: Mid Winter Conference and FPA DFW Career Day

Posted on January 26, 2009 by in Professional Development

Since I bought a new webcam (the Logitech QuickCam Pro 9000), I’m going through the learning process of using it.  I’ve used Gmail video chat, downloaded Skype, and now I’m posting my first vlog here at FPPad.com.

Check it out below and let me know what you think (be kind!)

For my email subscribers, click here to view on YouTube.

Links from the vlog:

Disclaimer: No company productivity was harmed during the making of this film. This is totally a personal endeavor; besides, I was the first one in the office this morning!