Technology Solutions & Skills #fintech #worthdoing

Bill Bill WinterbergWinterberg, 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!

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“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.”

How to be Happy, Rich, and Save the World by Mr. Money Mustache

CaseyNeistat – YouTube

XYPlanning Network

Garrett Planning Network


Episode 22 – Networking

Lynn McIntireToday we have another recorded #YAFPNW meetup with Lynn McIntire from Cadent Capital. Our topic this meeting was Networking. Networking is one of the most advantageous skills to learn, both from a personal and professional standpoint. I can tell you from personal experience, it has been one of the things that has propelled my career the furthest.

I hope you enjoy this episode and would love to hear any feedback or ideas for future meetups!

We would like to thank The Milestone Group here in Dallas hosting us again!

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 “There’s a lot of value in cheering your peers on… and I don’t think we do that enough.”


The Milestone Group

Cadent Capital


XY Planning Network

Michael Kitces

NAPFA Genesis

NexGen Gathering



Digital Marketer

Your Money or Your Life

Episode 18 – Caleb Brown

Caleb Brown

Caleb Brown, MBA, CFP®, started his career working for a small RIA and volunteering for local financial planning groups.  Through that experience, he started New Planner Recruiting, which pairs financial planners with employers.
 He has great insights into what you can do to set yourself apart from other applicants or excel at your job.  If you want to get to the elite status, this is definitely a must-listen podcast!

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“You’ve got to find ways to demonstrate value… [Bosses] don’t care what the salary surveys say. If you feel like you deserve more money, you need to write up a plan.”

The E-Myth Revisited

Find your local FPA chapter and connect!

Noted job boards: NAPFA, CFP, FPA, & AICPA.