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Hosted by Adam Carolan and Rohan Sivajoti (Co-founders of Plannex), this is the podcast for ambitious UK financial planning firm owners. We sit down with top-performing advisers to unpack how they build client banks, scale profitable firms, hire well, structure fees, and navigate regulation - without the fluff. If you want practical insights on growing a modern advice business, this is for you. Find out more about our Community by searching 'Plannex' on Google.
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Bill Winterberg on the trends he is seeing in Technology and Financial Planning in the US 0
Apr 28, 2020
  • 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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