Episode 018

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

Episode 018

What we covered in the podcast:

- 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.