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Podcast: NextGen Podcast
Episode:

Bill Winterberg on technology
Category: Business
Duration: 00:00:00
Publish Date: 2017-02-02 02:13:39
Description:

Things Adam discussed with Bill:

  • Bill’s backgrounds as a financial planner and a business owner
  • The current trends in “robo-advice”
  • How financial planners in the US are using technology to leverage businesses
  • How the Financial Planning software packages work in the US
  • Some more exciting trends he is seeing in the US with tech.

Show Notes

Bill’s site – FPPad

Bill’s Twitter – https://twitter.com/BillWinterberg

IBM Watson – https://www.ibm.com/watson/

The post NGP #18 Bill Winterberg on the trends he is seeing in Technology and Financial Planning in the US appeared first on NextGen Planners.
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