Bill Winterberg, the founder of FPPad and one of the leading voices on technology in the financial planning profession, joins us today to discuss his career path, the life of an entrepreneur and the latest trends in technology. Bill shares openly about his journey, what he’s learned and why he has paused his weekly videos.
We also talk about how technology is changing the profession and what new advisors can do now to take advantage of those changes. Don’t miss it!
“There are more and more technology solutions that advisors and planners can use in their businesses. The downside is, with more choices comes confusion about which is “best”. That often leads to paralysis by analysis.”