Bill Winterberg: Technology Tools for Adviser Marketing

In this interview with Bill Winterberg, US-based Technology Consultant to Financial Planners and Founder of FPPad, we talked about one important tool for advisers to use as part of their overall marketing strategy.

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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