Podcast 007: Bill Winterberg on Technology Tools for Adviser Marketing and Practice Management

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:

  1. InStreamWealth – a crowd-sourced financial planning and practice management system
  2. Rescue-Time – Time-management and Productivity Tracking software
  3. Windows or Mac Dictation Service


Abraham Okusanya
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.

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  1. tim.warner@zenithbenefits.co.uk'

    I was recommended to visit this site by a colleague and it looks very useful, but the download button doesn’t actually download the recording. It just opens it in a new window. I am using google chrome if that’s relevant.

    • Hi Tim, thanks for checking out the site!

      To download the podcast from the site, when you open the new window after clicking on the download button here, do a right-hand click on the new page and save the file. This will save the MP3 file on your device.

      Alternatively, you can download the podcast on the iTunes. Just search for Adviser Hangout or just use this link https://itunes.apple.com/gb/podcast/adviserhangout-podcast/id676993094?mt=2


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