Info

NextGen Planners

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
RSS Feed
NextGen Planners
2025
April
March
February
January


2024
December
November
October
September
August
July
June
May
April
March
February
January


2023
December
November
October
September
August
July
June
May
April
March
February
January


2022
December
November
October
September
August
July
June
May
April
March
February
January


2021
December
November
October
September
August
July
May
April
March
February
January


2020
December
November
October
September
July
June
April


All Episodes
Archives
Now displaying: Page 1
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.
0 Comments
Adding comments is not available at this time.
©2024 NextGen Planners