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NGP #18 – Bill Winterberg on the trends he is seeing in Technology and Financial Planning in the US
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Things Adam discussed with Bill:
- 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.
Show Notes
Bill’s site – FPPad
Bill’s Twitter – https://twitter.com/BillWinterberg
IBM Watson – https://www.ibm.com/watson/
18 episodes
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