NetworkedBlogs on Facebook

Promote your blog to 400,000 users. Advertise on NetworkedBlogs.

FPPad.com

financial planning, technology, efficiency

Url:	http://fppad.com
Author(s):	Bill Winterberg
Language:	English
Tags:	financial planning, technology, efficiency
Description:	Your source for technology insights in the financial planning community.
Ratings	Not rated yet.
Popularity:	6 Followers

How Demanding Are Your Firm’s Year-End Processes?

November CFP® Certification Examination Results Mailed

Use Tag Clouds to Identify Common Threads

We’re Featured in the Top 10 Twitter Feeds for Career-Minded Advisers

This is my own blog, so every once in a while I get to do some shameless self-promotion.Today, my Twitter feed @BillWinterberg is featured in FINS from The Wall Street Journal as one of the top 10 ...more

2009-12-02

Get the Financial Planning 2009 Software Survey

It’s that time of year again when Financial Planning magazine publishes its annual survey of technology in use by financial planners and advisers. This is the third year for the survey, and ...more

2009-11-24

FINRA Delays Webinar on Social Networking Guidelines

I posted back in October that FINRA scheduled a webinar to discuss guidelines when using social networking websites. The webinar was scheduled for December 16, 2009.I learned today via AdvisorTweet...more

2009-11-23

FPPad On Google Wave; Now What?

Over the weekend I received an invitation to Google Wave and have finished setting up access with my account.What’s Google Wave?My favorite description so far of Google Wave is that it’...more

2009-11-18

Whose Behavior Needs to Change: Advisers or Clients?

Marion Asnes, editor in Chief of Financial Planning magazine, is tweeting live from this week’s

2009-11-17

Who’s Behavior Needs to Change: Advisers or Clients?

Marion Asnes, editor in Chief of Financial Planning magazine, is tweeting live from this week’s

2009-11-17

Awesome iPhone Apps As Told to David Pogue

Here’s a quick integration of Twitter and Wordle on how the services can be combined to gain insight on a topic very quickly. I’ve written about Wordle before; it’s a web-based to...more

2009-11-15

Dropbox Featured in Forbes; Tools Should “Just Work”

Last week I wrote about how the Dropbox service prevented minor embarrassment when my presentation slides weren’t loaded on the presentation laptop.I finally got around to reading the October...more

2009-11-01

ByAllAccounts Offers Free Service and Referral Incentive to PortfolioCenter® Users

ByAllAccounts, one of the leading asset aggregation providers in the independent investment adviser space, just announced two incentives for advisers using the Schwab Performance Technologies® Port...more

2009-10-26

A Real Life Example of Productivity Tips in Action

I just returned from presenting at the SRI in the Rockies 2009 pre-conference event hosted for members of the First Affirmative Financial Network. I presented two breakout sessions for the group, o...more

2009-10-25

Displaying 6 followers.