Bill Winterbergage 36

President and founder, FPPad

I am an Entrepreneur

40 Under 40
40 Under 40

I am a Leader

40 Under 40
Leaders

I am a Trailblazer

Trail Blazers

I am an Entrepreneur

40 Under 40
Entrepreneurs

I am a Visionary

40 Under 40
Visionaries

I am an Idealist

40 Under 40
Idealists

Meet the Leaders

Whether in their own firms or in their communities, these young people are leading the charge toward innovation in financial planning, bringing new opportunities to advisers and clients alike. Here, they share the best leadership advice they’ve received in their careers.

Meet the Trailblazers

This group doesn’t subscribe to groupthink. They are spearheading new ways of practicing and delivering financial advice — in some cases reaching populations previously considered unprofitable to serve. We ask them about the most unique and unusual ideas they’ve had.

Meet the Entrepreneurs

In addition to helping clients reach their financial goals, some in the advice industry face the challenge of running a business or a team. Others have started companies to support this pursuit. These young people are flourishing amid the balancing act — and some got an early start.

Meet the Visionaries

It’s not about what is, but what will be — and what can be — the future of the financial planning industry for this group of forward-looking advisers, educators and executives. Their insights pull the rest of the profession into the next stratum.

Meet the Idealists

Life experiences shape our ideals, especially for these young professionals who see challenges in the advice industry and the world — and set out to meet them. They also have words of wisdom for the next generation.

About Bill

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.

[Get ready for fee transparency] Waze Co-Founder Says New Startup Is the 'Robin Hood of Wall Street Fees' http://t.co/5wjfizeIXjWednesday, Nov 26, 2014 8:38PM @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

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Fast Facts

  • Earned a bachelor's degree in electrical engineering
  • Owns about 19 Internet-connected devices, including his garage door
  • Has donned a pirate hat, construction helmet and ski goggles to spice up his weekly videos