Bill Winterberg
Bill Winterberg is an Atlanta-based certified financial planner and technology writer.
Bill Winterberg is an Atlanta-based certified financial planner and technology writer.
Google bolsters iOS productivity suite with Slides, updates to Docs and Sheets:…
Junxure Announces Wide Release of Junxure Cloud CRM for Financial Advisors from PRNewswire. Junxure CRM, an…
What an Elite Group of Younger Advisers Has to Say from Advisor Perspectives. I recently…
From Bill Winterberg: Which features of Apple's latest operating system advisers need to know. Plus his highlights from Apple's 2014 World Wide Developers Conference.
On this week's broadcast, learn about new technology offerings from two of the top institutional custodians, a bold new workflow platform launches with the potential to revolutionize the way you use technology, and a new app is introduced to fill your prospecting funnel with qualified leads.
Plus tech experts on the trends that are sure to affect all advisory businesses, and how some new integrations can provide marketing resources to grow online audiences
On this week’s broadcast, get up to speed on all the developments from the T3 Enterprise Conference,…
Plus a look at a startup challenging video conferencing giants and how Junxure's cloud-based CRM is shaping up.
Plus a look at how Apple's latest product event could affect advisers, and how to spice up client surveys.
Plus, how creating investment policy statements and real-time dossiers about clients has gotten much easier.
