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 9 – Listener Letter “Feeling Stuck”

Dave GrantDave Grant is an internationally known planner from the Chicago-land area and in this episode he helps us to respond to an e-mail from Kristen, a financial advisor and listener.  She shared with us her story and struggles with feeling lost in the industry. I know there are far more people in financial planning that can relate to her, and her questions, than we might think.  This is a hard profession to break into, but it is worth it.

Thank you, Kristen, for the e-mail.  I hope you know that you are not alone and that you find your place in the profession.

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“In our day and age.. you see everyone’s good parts. You don’t see the struggle that people have gone through.”


“The dark side of becoming an RIA owner”

Finance for Teachers

Finance for Teachers Network

Fox Financial Planning Network