Bill Winterberg on Technology Tools for Adviser Marketing and Practice Management

 

 

I recently connected with  Bill Winterberg,  US-based Technology Consultant to Financial Planners and Founder of FPPad to talk 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

Enjoy

 

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Abraham Okusanya
Director
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.

He holds a Master’s degree from Coventry University and an alphabet soup of qualifications, including the Investment Management Certificate, Chartered Financial Planner, CFP and Chartered Wealth Manager designations. He was one of 5 finalists for the Professional Advisers Personality of Year Award 2015 but the award went to a more deserving winner, obviously!

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