Ep #8 - Bill Winterberg from FPPad.com Talks Technology Trends in Financial Planning
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Bill 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\\u2019s new, what\\u2019s 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.
\\nYou can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/8
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