“The advantage [of tech] is the advisor is able to become a specialist in these services and I suppose products that the advisor or the advisory firm offers to a clearly defined segment of households. So, it’s really tough today in my opinion, and you’ll hear this, you’ve probably heard this earlier on your podcast. It is hard to be a generalist, and it is hard to provide financial planning to almost all the households in the United States. So the positive is with this advent and increase in technology is as an advisor, you can choose these unique solutions, bundle them into your firm, and create a unique package that aligns with the needs you’ve identified among your target audience of the households that you serve.”
– Bill Winterberg on Advisor Tech
Bill Winterberg is uniquely qualified to provide insights on financial tech, as both a working software engineer and a registered advisor. His research, consulting practice and experience in both fields brings credibility and depth to his recommendations that would be hard to duplicate elsewhere. Learn from Bill’s experience how to approach fintech purchases, how to measure the ROI of your fintech investment, how to use tech to buy back time in your practice, and much more in this fast-moving half hour episode.
Bill Winterberg is founder and president of FPPad.com. Bill is probably the only Fintech blogger in the United States and is widely recognized as an independent authority on the subject of technology and financial services. Bill maintains a CFP certification and has past industry experience as a registered representative as a registered investment advisor. In 2014, Bill was recognized as a 40 Under 40 honoree by InvestmentNews. He was also named the 2013 IA 25 lists of influential people in financial services profession by “Investment Advisor Magazine.”
Bill is the host of “FPPad Bits and Bytes,” a weekly video broadcast covering technology news and information for financial professionals. He’s a sought-after keynote speaker, who provides an objective and unbiased perspective technology trends in the industry. Bill provides technology commentary for the “Journal of Financial Planning” and was the monthly technology columnist for Morningstar Advisor. Prior to entering the financial services industry, Bill was an embedded software engineer for Hewlett Packard Company and LeapFrog toys.