Webinar Archives

Ask the Tech Experts: Register for this free InvestmentNews webinar

Posted on June 4, 2013 by Bill Winterberg in Technology

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.

Learn how technology can transform your business in my upcoming NAPFA Cutting Edge webinar

Posted on November 13, 2012 by Bill Winterberg in Conferences, Technology

My most popular presentation in 2012 has been Transformative Technology You Can Implement Today, and later this month you have a chance to attend the session via live webinar.

On Wednesday, November 28 at 3:00pm Eastern, I’ll be the guest of NAPFA’s Cutting Edge webinar series. Registration is $49 and is open to everyone. NAPFA members are eligible for a reduced registration rate of $19, and registration is free for NAPFA Genesis members.

Sign up for the November 28 webinar today!

Get Productivity Tips in The Standard Webinar Series

Posted on July 7, 2010 by Bill Winterberg in General

If posts seem a bit infrequent on FPPad, it’s because I’ve been busy preparing new content for a variety of sources (including my monthly technology column for Morningstar Advisor).

Also, I finished updating a presentation on productivity tips oriented to financial advisors. I’m presenting these tips during a webinar presented by The Standard.

The FREE webinar is this Thursday, July 8 at 12PM ET, 9AM PT (sorry for the late notice).

Click here to view The Standard Webinar Series page and my presentation titled Productivity Tips: How to Get More Done.

I hope you will join me on Thursday and I trust you’ll get a least two or three tips to help you work more efficiently and effectively to get more done for your clients.

Forbes Advisor iConference Offers Compelling Look Into Future of Content Delivery

Posted on December 11, 2009 by Bill Winterberg in Professional Development, Technology

Update 12/22/2009: I uploaded a PDF of tweets containing the #FAiC09 hashtag, as they’re no longer available on the Twitter search site. Paragraphs below were updated.

Update 12/21/2009: Here’s an article from Davis Janowski at InvestmentNews discussing online conferences; No fuss, no muss, but forget about freebies. He highlights the Forbes iConference series among other events.

I attended the Forbes Advisor iConference Building a Rebound-Ready Game Plan on Wednesday of this week. I believe this is the second 100% web-based conference put on by Forbes. Note that InvestmentNews also recently held a 100% online event covering ETFs, but I don’t currently manage investments, so I skipped the event.

If you missed the event, replays are available for 90 days after the iConference. This FPPad post has details on how FPA members can attend for free.

Here’s my feedback on the Forbes event.

Format

Attending the iConference was easy; fire up an approved web browser (Internet Explorer 6 or higher or Firefox versions prior to 3.5), log in, and the iConference was underway. There were three main areas of the iConference:

Presentation Area
Networking Lounge
Exhibit Hall

Free Attendance to Forbes Advisor iConference for FPA Members

Posted on December 3, 2009 by Bill Winterberg in Professional Development, Technology

I had no idea that Forbes puts on a totally web-based event they call the Advisor iConference. Forbes held an iConference in June titled Building Wealth With Innovative Ideas and Advice and the content is now available on-demand (click the link to register).

On December 9th, another iConference is being offered titled Building A Rebound-Ready Game Plan.

How did I find out about this resource? By chance, I was navigating the FPA national website looking for information related to my position as the incoming Technology Director for the FPA DFW chapter. Set over in the FPA News Brief section is a single-line link titled FPA President Part of Forbes.com Regulatory Webinar. I clicked the link and learned of the iConference.

Registration to the iConference is $75, but FPA members can attend the iConference for FREE. Here’s how.

Upcoming Webinars on Social Media and Cost-Saving Technology

Posted on June 1, 2009 by Bill Winterberg in Practice Management, Technology

Over the next week, I’ll be participating in two webinars that I hope you will attend.

First, Andrew Gluck at Advisor Products, Inc. has asked me to participate in Friday’s Financial Crisis Webinar Series. The topic is Advisors Using Social Networking Successfully. I will share some of the experiences I’ve had through the use of Twitter, LinkedIn, and Facebook mediums that have personally resulted in new connections and new business.

Click here to register for the Friday, June 5 webinar Advisors Using Social Networking Successfully.

Second, I’ll be part of a panel hosted by InvestmentNews to offer 50 Cost-Saving and Money-Making Ideas in 50 Minutes. I have a list of my top 10 technologies that I believe financial advisers can use to save money, make money, and sometimes both simultaneously. There should be at least one good tip for every adviser listening to the webinar.

Click here to register for the Tuesday, June 9 webinar 50 Cost-Saving and Money-Making Ideas in 50 Minutes.

Hope to “see” you on the web.

Two Webinars to Survive the Economic Crisis

Posted on March 5, 2009 by Bill Winterberg in Professional Development

I highlight two webinars to be held on March 6 to help advisers survive the economic crisis. View this vlog entry on YouTube.

Another ByAllAccounts “Under the Hood” Session

Posted on October 27, 2008 by Bill Winterberg in Efficiency, Technology

ByAllAccounts, the account aggregation service provider, is holding another “under the hood” session in November. I blogged about their first session in September, but I missed it due to a scheduling conflict.

I signed up for the next session to be held on:

November 5, 2008
2:00 – 3:00 Eastern Time

Visit my previous post to read more or simply go to the ByAllAccounts website to register.

Look Under the Hood of ByAllAccounts

Posted on September 12, 2008 by Bill Winterberg in Efficiency, Technology

Hot Rod

In February 2008, I adopted the use of the ByAllAccounts WebPortfolio and Custodial Integrator data aggregation service. I blogged a little bit about it here and here, and am working on a more comprehensive review of the service addressing how I’ve successfully integrated it into our operations process.

But until then, I wanted to point out an invitation from the folks at ByAllAccounts to take a “look under hood” of the service.

FPPad