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Bill Winterberg

Bill Winterberg

Technology specialist for financial planners blogging at http://fppad.com
Today there are 5 workflows that can be downloaded from Schwab into Junxure or Salesforce. #T32012
I couldn't find half of the #T32012 pre-conference rooms! Here's a PDF map of the Hilton Anatole: http://www.hilton.com/en...
Whoops, just had the first "I apologize if these slides are hard to see" moment at #T32012. #dontletthatbeyou
Finally checked in at #T32012, sporting the badge emblazoned with the @TamaracInc logo. http://twitter.com/BillWin...
Today at FPPad: Envestnet to buy Tamarac for $54 million in cash: http://fppad.com/2012...
Double woah! RT @jerrygleeson Wealth mgt tech provider Envestnet to buy software firm @TamaracInc for $54 million in cash. #T32012
RT @skeevis: We'll keep the #dctech invite code for @Contactually live for the week. Sign up or tweet us to get an invite!
RT @blueleafadvisor: CEO @johnprendergast will see you all #t32012. Should be a great panel with @BillWinterberg and @alexmurguia1 #truthaboutroboadvisors
Apple's iPad driving accelerated enterprise transition away from printing http://www.appleinsider.com/article... via @zite
RT @lifehacker: xType is a solid, free text expansion app for Mac: http://lifehacker.com/5885264...
RT @VitaVie: You can learn my best marketing shortcuts while sitting at your desk...for free! What are you waiting for? http://www.next10clients.com/content...
.@jjeffrose May I recommend you add a WhiBal card to your Amazon order? http://www.amazon.com/gp...
RT @MoneyGuidePro: Thursday is the big day! See us at the T3 Conference in Dallas where we will reveal G3 features in our preconf session http://www.technologytoolsfortoday.com/
RT @blueleafadvisor: Lessons Learned: The Behavior Gap giveaway - http://blog.blueleaf.com/breakin... ^DJ cc @behaviorgap
RT @Contactually: 7 Reasons You Should Never Check Email First Thing in the Morning via @sidsavara http://sidsavara.com/persona... #emailproductivity
Way to go! RT @alexmurguia1 Instream Solutions sprints past 300 advisory firms on the platform since November release! http://instreamwealth.com/
Learn something new! To use Spotlight in OS X to only search for PDFs, use the kind modifier, e.g. “kind:pdf” via @ScanSnap
RT @rescuetime: Could I get a few more RescueTimers to complete this survey? We want to hear from u! http://catchfree.com/product... We sincerely appreciate your time.
Congratulations Carl! RT @MichaelKitces Wow, big news about planner & NYTimes Bucks blogger @BehaviorGap - http://www.financial-planning.com/news...
FPPad spotlight videos from the TD Ameritrade Institutional 2012 National Conference http://archive.aweber.com/fppad_n...
+1 RT @danjosslp Skype call w clients. We can reach them however they wished to be reached.
RT @JunxureCRM: Welcoming the latest version of Junxure and a new data tool http://www.investmentnews.com/apps...
Overwhelmingly prefer @RescueTime over manual tracking MT @karmaCRM Interesting! --> Time Tracking for Productivity http://www.inc.com/marla-t... ^M
RT @LKirchenbauer: Finished reading @AngieHerbers white paper "Let Go To Grow". Every entrepreneur/biz owner should read this.Makes sense & right on target!
+1! RT @benjamin_gran Fatherhood: with great responsibility comes absolutely no privileges.
Good, basic plans shouldn't be so hard. MT @DaveYeske Live Big Digest - financial planning team helps Consumer Reports http://www.yebu.com/recent-...
Awesome Carl! RT @behaviorgap Opening Night is TONIGHT!! Photo here: http://ow.ly/i/shM4
RT @t3fan: Over 500 people are registered for #T32012 so far. Don't miss this great event. Sign up today: http://t32012.eventbrite.com/
RT @MichaelKitces: Weekend Reading for Financial Planners (Feb 11-12) is out! http://www.kitces.com/blog... @HWoodyBrock @EmergingAdvisor @BillWinterberg @MStarAdvisor
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