Bill Winterberg on the trends he is seeing in Technology and Financial Planning in the US episode artwork

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.

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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This episode was published on April 28, 2020.

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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...

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