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.
Stay in the loop
Join over 3000 advisers who receive our thought-provoking, no-holds-barred insight.
Read Our Most Recent Posts
- Living on planet GARS: Lessons in how (NOT) to invest
- Lessons from 118 years of asset class returns data
- Phoenixed! The end of Standard Life as we know it and implication for platform users
- Cash reserve buffers, withdrawal rates and old wives’ fables for retirement portfolios
- The art of delivering negative alpha