EPISODE · Apr 28, 2020 · 1H
Bill Winterberg on the trends he is seeing in Technology and Financial Planning in the US
from The Plannex Podcast · host Plannex
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.
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Bill Winterberg on the trends he is seeing in Technology and Financial Planning in the US
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