Bill Winterberg - Podcast Details

Shows

The History HourThe 'Wolf Children' of World War Two and China's TV lessonsWe hear from 'wolf child' Luise Quietsch who was separated from her family and forced to flee East Prussia. Whilst trying to survive during World War Two, these children were likened to hungry wolves roaming through forests. Journalist and documentary film-maker Sonya Winterberg who recorded the testimony of “wolf children” for her book, discusses the profound impact it had on their lives. We also hear about the first major series of English lessons which were broadcast on Chinese television in 1981. Kathy Flower presented the English education programme, Follow Me, several times a week at primetime. It w...2025-02-0151 min

Unexpected Hobbies of Financial AdvisorsPlaying Pinball with Bill WinterbergOur guest is Bill Winterberg CFP® of @FPPad joins us to discuss his Unexpected Hobby: Pinball. 2024-07-0140 min

Fintech ImpactFP Pad with Bill Winterberg | E150In this 150th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Bill Winterberg, Founder of FP Pad, a source of educational content on tech for financial advising and forecasting. Bill is here to have a friendly chat about the current state of affairs as well as the future of tech in the world of financial advising!Episode Highlights:0:38 – Bill Winterberg introduces his website, FP Pad.3:04 – What did Bill do before he founded FP Pad?5:14 – Ted shares his dream before he went to college.9:35 – How painful was the state of affai...2020-12-0148 min

NextGen PlannersBill Winterberg on the trends he is seeing in Technology and Financial Planning in the US 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. 2020-04-281h 00

Resilient AdvisorA Look At The Future Of Financial Advice: The XY Planning NetworkThis week I attended the XY Planning Network's annual conference in St. Louis called XYPNLive and I think that I have seen the future of financial advice. Mentioned in this episode: XY Planning Network Michael Kitces Dr Sarah Fallow of DataPoints Eric Roberge of Beyond Your Hammock Robert Sofia from Snappy Kraken Bill Winterberg of FP Pad Holistiplan Altruist 2019-09-1306 min

Sports Card Strategy ShowEpisode 237: Why The Next Generation Will Expect Businesses To Have Alexa SkillsAlexa Skills and Google Actions are voice applications built on top of Alexa and Google Home / Google Assistant. The next generation will expect businesses to have Alexa Skills. Watch this video or keep reading to find out why. You can build these apps for just about anything. For example, in this video, I demo what would happen if I forgot my entire Nashville Voice Conference introduction, but I built a voice app to help me. I'm really excited because we are at the very beginning of something that is going to shake the way businesses are run. If you reme...2019-08-2505 min

My Worst Investment Ever PodcastBill Winterberg – Losses Mean No Chance for Money to CompoundBill Winterberg is the founder of FPPad, a technology publication and business consulting firm to financial services organizations. Bill produced the FPPad Fintech Flash Briefing and was the host of FPPad Bits and Bytes, video broadcast and email newsletter covering technology news and information for financial professionals. He provided technology commentaries for the Journal of Financial Planning and was the monthly technology columnist for Morningstar Advisor. InvestmentNews recognized Bill as a 40 Under 40 Honoree for his influence in the industry, and he was named to the 2013 IA 25 list of the most influential people in the profession. Before entering financial services, Bil...2019-02-1128 min

All About Your Benjamins™Project One Question: XYPN Live 2018 (025)Last month I spent three days in St. Louis at the XY Planning Network's annual conference, XYPN Live, learning and discussing how advisors can collectively continue to move the financial planning industry forward. Most in attendance were financial advisors and most of those financial advisors were CFP® Professionals and XYPN members; however, there were non-XYPN members thinking of breaking away to start their own firms, Fintech people, and a few others just really interested in financial planning. It was a great group and a great time--the conversations I had with other advisors alone were worth the drive over. While I wa...2018-10-1020 min

Resilient AdvisorHow Financial Advisors Can Leverage Amazon's Alexa For Brand Growth With Bill WinterbergWhat We Discuss: What exactly are Alexa 'Skills.' How financial advisors can use the platform to stay connected with clients and prospects. Privacy & security issues with Amazon and Alexa. 63% of households are Amazon Prime members. It is a market that presents a 'first mover' advantage for financial advisors. FP Pad Skill: www.fppad.com/alexa Subscribe to Bill's newsletter to learn how to build your own Alexa Skill: www.fppad.com/subscribe Connect With Bill Website: fppad.com Echo Flash Briefing: www.fppad.com/alexa LinkedIn: @billwinterberg Twitter: @billwinterberg About Bill (From his website) Bill Winterberg is founder and preside...2018-01-1723 min

FPPadFinaMetrica merges with PlanPlus: Fintech updates for August 8, 2017 Here is your FPPad Bits and Bytes update for August 8, 2017. FinaMetrica merges with PlanPlus FinaMetrica announced its merger with PlanPlus, a Toronto-based financial planning software provider. Founded in 1998, FinaMetrica is one of the first companies to gain significant traction for its risk tolerance assessment software, though the company has seen its market share decline over the last few years due to increased competition from Riskalyze, Pocket Risk, RiXtrema, and others. The combined company will be called PlanPlus Global, and will offer solutions for comprehensive financial planning, goals-based automated investing, and psychometric...2017-08-0802 min

Between Now and SuccessFuture of FinTech Part 2: Highlights from Orion Advisor's Fuse 2016 EventThe second of two special episodes. What does the future of FinTech look like? It was on display recently in Park City, UT at the 3rd Annual Fuse Event sponsored by Orion Advisor. Fuse is a three-day coding event that brings together dozens of programmers from FinTech companies around the world who band as a community and solve advisor problems. It’s part hackathon, part relationship-building all wrapped up in a spirit of making the industry better. Eric Clarke, the founder of Orion Advisor, (see my podcast convo with him) is the mastermind behi...2016-09-2755 min

Between Now and SuccessFuture of FinTech Part 1: Highlights from Orion Advisor's Fuse 2016 EventThis is the first of two episodes. What does the future of FinTech look like? It was on display recently in Park City, UT at the 3rd Annual Fuse Event sponsored by Orion Advisor. Fuse is a three-day coding event that brings together dozens of programmers from FinTech companies around the world who band as a community and solve advisor problems. It’s part hackathon, part relationship-building all wrapped up in a spirit of making the industry better. Eric Clarke, the founder of Orion Advisor, (see my podcast convo with him) is the ma...2016-09-2751 min

The Stephen and Kevin Show#24: Talkin' Tech with Bill WinterbergStephen Boswell and Kevin Nichols of The Oechsli Institute talk with Bill Winterberg of FPPad about Youtube marketing, advisor videos, and pinball wizards. Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin. About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. The Oechsli Institute is a thought leader for financial advisors, financial planners, and financial firm leadership looking to improve their abilities to attract and service affluent clients. Tune in i...2016-04-0817 min

FPPadThe best financial adviser technology of 2015! 2015 was a massive year in advisor technology, with shocking headlines dominating the airwaves! Mergers and acquisitions, robo advisors, cybersecurity, and social media. So get ready, the Best Technology of 2015 begins now! (Watch FPPad Bits and Bytes on YouTube) Best Technology of 2015 Thank you, thank you everyone, welcome to the show, I’m your host Bill Winterberg, and we’re here tonight to recognize the “best of the best” in financial advisor technology. This is my sixth year highlighting top technology for financial advisors, and just like in previous...2015-12-1805 min

Behind The AdvisorEp #8: Bill Winterberg from FPPad.com Talks Technology Trends in Financial PlanningBill 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 2015-09-021h 02

Radical Personal Finance211-How to Effectively Use New Media To Promote Your Financial Planning Practice (Or Any Type of Business): Interview With Bill Winterberg from www.FPPad.comOne of the most fundamental transformations of our modern time is taking place in the field of communication. Although it might feel like we're far into this change, we're really not. It's only just begun One of the most important effects of this change is that very small businesses--like financial advisors--can effectively market to the broader market at a very low cost. My guest today is an expert in this field. Bill Winterberg is the founder of FPPad.com. Bill founded FPPad in 2008 to be a leading source of news, insight, and thought l...2015-06-2546 min

Embedded80: Most of Us Are Human BeingsBill Winterberg (@BillWinterberg) chatted with Elecia about leaving embedded engineering to become a financial planner then to being a technology adviser to other financial planners. Bill's company is FPPad. You can subscribe to his newsletter and watch Bits and Bytes, his video blog (or read it). Bill and Elecia met at LeapFrog. Bill was instrumental in making the original LeapPad Learning System. When Elecia mentioned Domini Social Investments, Bill mentioned Vanguard Total Stock Market. Get a Financial Life: Personal Finance In Your Twenties and Thirties Financial adviser networks: XY...2014-12-101h 15

RegEdSocial Media Minute Podcast by RegEd: Be Yourself, Not a PersonaA reminder: You can subscribe to our podcast on iTunes. There are a lot of opinions and advice tossed around on how to be social, as well as who to be on social. Recently, RegEd's Blane Warrene was giving a speech in Philadelphia and sat with a financial advisor who stated that he had been coached on what persona to use on social. Blane's question to him - how long is that sustainable? Personas, in our view, are how you define customer models when building a sales pipeline, not how to behave online. It can...2013-12-0307 min

RegEdSocial Media Minute Podcast by RegEd: â€œYouâ€™ve Got to Tighten That Upâ€Â Â Weâ€™re joined by Bill Winterberg (@billwinterbergÂ on Twitter) of the FPPad, as well as resident practice management columnist at Morningstar Advisor magazine. An effective way to learn often involved hearing how someone else tackled the challenges of building a business, using modern marketing tools or even just found more productive ways to work. Bill [â€¦] The post Social Media Minute Podcast by RegEd: â€œYouâ€™ve Got to Tighten That Upâ€ appeared first on RegEd.2013-08-2824 min

RegEdSocial Media Minute Podcast by RegEd: "You've Got to Tighten That Up"We're joined by Bill Winterberg (@billwinterberg on Twitter) of the FPPad, as well as resident practice management columnist at Morningstar Advisor magazine. An effective way to learn often involved hearing how someone else tackled the challenges of building a business, using modern marketing tools or even just found more productive ways to work. Bill exemplifies this in his business by not only using productivity tools to operate his business, but also sharing the process and allowing the rest of us to get the recipe. Bill shares how he launched FPPad and also provides some insight...2013-08-2800 min