Bill Winterberg founded FPPad in 2008 with the objective of being a leading source of news, insight and thought leadership on financial planning technology. Six years later, he has succeeded in turning what started out as a financial planning blog into a consulting and media resource for advisers — including a popular YouTube channel, an iTunes podcast and keynote speaking engagements.Are you a bank and you're account aggregation friendly with @Yodlee @Plaid @quovo @MorningstarInc ByAllAccounts orâ€¦ https://t.co/2BATmYDcXvMonday, May 21, 2018 5:47PM @billwinterberg
"I think I'm the only one with a unique video channel for advisers because I want to empower the industry to make positive changes with technology," Mr. Winterberg said. "Advisers need help. I don't want them to waste time searching for technology when they could be spending their time with clients."
A certified financial planner with past experience as a registered representative and a registered investment adviser, Mr. Winterberg now focuses on teaching financial professionals how to select and implement the right technology for their practices.
His goal, he says, is to help advisers move into the future by creating a scalable, efficient business model. He does this either by directly consulting with advisory firms or by getting his message out via traditional and social media.
"It's about walking the walk," he said. "It's about creating a community to inform advisers and generate a dialogue."
Mr. Winterberg brings an entrepreneurial spirit to his work. He has been told in the past that he would never be happy working for someone else, which seems to be true. He treasures his ability to try out new ideas, launch videos without seeking a boss' permission and help advisers bring good financial advice to clients.
— Joyce Hanson
Senior financial adviser, FJY Financial