Ep #8: Bill Winterberg from FPPad.com Talks Technology Trends in Financial Planning
Behind The Advisor · Behind The Advisor
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Show Notes
Bill joins us today to dive into the massive changes that we are seeing for advisors in the financial planning profession when it comes to technology. We delve into Bill's outlook on the current state of financial planning, what's new, what's coming, and where the money is flowing from. We also address the topic of RoboAdvisors and (as you'll find out) how he is actually partially responsible for the proliferation of the word, RoboAdvisor.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/8