In this podcast episode, I talk to Bill Winterberg, US-based Technology Consultant to Financial Planners and Founder of FPPad about how advisers can use technology to improve their businesses in three key areas; Marketing, Practice Management and Personal Productivity.
The tools discussed here include:
- InStreamWealth – a crowd-sourced financial planning and practice management system
- Rescue-Time – Time-management and Productivity Tracking software
- Windows or Mac Dictation Service