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Bill Winterberg
Technology specialist for financial planners blogging at
http://fppad.com
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About 15 posts per day
@
lesliebanks
I hope to not disappoint. You'll be happy to know that @
MorningstarInc
is in it.
4 hours ago
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Putting together (what I think) is a cool and fun post for tomorrow. Hint: it rhymes.
4 hours ago
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Some nights I just don't have it. Been sitting in front of my Wordpress post editor for a while now, but nothing good to show for it.
16 hours ago
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I know what you mean. It happens... -
Adam Bullock
Has anyone checked out
http://www.advisorbiz.com
? From Summit Media (Investment Advisor publishers), looks similar to advisors4advisors.com
7 hours ago
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Cubicles are the Phone Booths of the Future & Benedictions -
http://benjamingran.com/2009...
18 hours ago
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This is 2009... We are all effectively “on commission.” via @
tferriss
:
http://benjamingran.com/2009...
[What if your cubicle was in your home?]
18 hours ago
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@
blano
The worst thing that happens when clicking an RSS icon is getting raw XML. Totally not useful. @
Feedburner
simplifies feeds.
19 hours ago
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@
Backupify
(formerly Lifestream Backup) is now FREE until 1/31 to backup your tweets & select Web2.0 apps:
http://www.backupify.com/
20 hours ago
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I just voted for Dropbox for the Best Internet Application Crunchie! Vote here:
http://crunchies2009.techcrunch.com/vote...
#crunchies
22 hours ago
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Public Service Announcement: If you blog, please provide an easy way to subscribe to your RSS (eg @
Feedburner
& others)
23 hours ago
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2009 muni bond fund capital gain distributions expected to be more prevalent ; Schwab, PIMCO, Nuveen all paying. But Vanguard isn't
yesterday
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RT @
AdvisorSoftware
: ASI acquires Advisor Partners:
http://www.advisorsoftware.com/pressro...
yesterday
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RT @
FinTechie
: FinFolio releases beta 2:
http://www.finfolio.com/Blog...
yesterday
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@
AdvPerspectives
has it right: ALWAYS get client permission before contacting any professional about mutual client:
http://www.advisorperspectives.com/newslet...
yesterday
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Seriously, companies don't like 401(k) employee auto-enrollment because they have to match more $$?:
http://www.fa-mag.com/fa-news...
via @
FAmagazine
yesterday
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RT @
ArkoviBackups
@
tonyramos
: "Webinars that don't drive people nuts" by @
laurasolomon
http://www.meanlaura.com/archive...
(good stuff)
yesterday
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I updated my Forbes Advisor iConference post so
#FAiC09
hashtag search results are in a PDF file.
http://fppad.com/2009...
yesterday
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RT @
FPADFW
: FPA members can subscribe to industry insider Bob Veres' Success Factors report for 50% off:
http://futureofplanning.wordpress.com/
yesterday
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RT @
AdvPerspectives
: The Danger of "Expert Advice" -Financial or Otherwise
http://www.advisorperspectives.com/newslet...
[Are you shutting down your clients' brain?]
yesterday
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Doesn't telling a CPA "We share John Doe as a mutual client" violate client's right to privacy?
http://www.advisorperspectives.com/newslet...
from @
AdvPerspectives
yesterday
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Modified my FriendFeed settings to hopefully eliminate a bunch of those duplicate posts of blog updates. Sorry for the repetitive tweets!
yesterday
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RT @
DocuVantage
: Special holiday offer - $100 off on-demand
#documentmanagement
solutions. Valid until Dec. 31st -
http://info.docuvantage.com/electro...
yesterday
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@
RussellDunkin
I get the double-barrel shot on privacy law, working in financial services and with physicians subject to HIPAA.
yesterday
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November 2009 CFP® Certification Examination Results Update -
http://fppad.com/2009...
yesterday
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From @
NewsFromIN
: News from the account aggregation front:
http://www.investmentnews.com/apps...
[Did I miss the aggregation party memo?]
yesterday
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RT @
AdvisorExchange
: 3 account aggregation vendors that are helping advisors become more efficient
http://www.accountaggregation.com/cashedg...
yesterday
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@
behaviorgap
Ha ha, no, your Venns are good. Just mix it up. That way the visuals don't all look the same (& lose their wow factor)
Monday
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November 2009 CFP® Certification Examination Results Update -
http://fppad.com/2009...
Monday
from
FP Pad
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November 2009 CFP® Certification Examination Results Update -
http://www.facebook.com/note...
Monday
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modified-RT @
behaviorgap
: New Sketch: Focus for 2010:
http://ow.ly/i/ei9
[I like it. Are you considering expanding beyond Venn diagrams?]
Monday
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Best of week from Bill Winterberg
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