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NGP #18 – Bill Winterberg on the trends he is seeing in Technology and Financial Planning in the US
Things Adam discussed with Bill:
Bill's backgrounds as a financial planner and a business owner
The current trends in "robo-advice"
How financial planners in the US are using technology to leverage businesses
How the Financial Planning software packages work in the US
Some more exciting trends he is seeing in the US with tech.
Show Notes
Bill's site - FPPad
Bill's Twitter - https://twitter.com/BillWinterberg
IBM Watson - https://www.ibm.com/watson/
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By NextGen Planners
3.5
44 ratings
Things Adam discussed with Bill:
Bill's backgrounds as a financial planner and a business owner
The current trends in "robo-advice"
How financial planners in the US are using technology to leverage businesses
How the Financial Planning software packages work in the US
Some more exciting trends he is seeing in the US with tech.
Show Notes
Bill's site - FPPad
Bill's Twitter - https://twitter.com/BillWinterberg
IBM Watson - https://www.ibm.com/watson/
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