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Bill Winterberg
Technology specialist for financial planners blogging at http://fppad.com
@lesliebanks I hope to not disappoint. You'll be happy to know that @MorningstarInc is in it.
Putting together (what I think) is a cool and fun post for tomorrow. Hint: it rhymes.
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.
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
Cubicles are the Phone Booths of the Future & Benedictions - http://benjamingran.com/2009...
This is 2009... We are all effectively “on commission.” via @tferriss: http://benjamingran.com/2009... [What if your cubicle was in your home?]
@blano The worst thing that happens when clicking an RSS icon is getting raw XML. Totally not useful. @Feedburner simplifies feeds.
@Backupify (formerly Lifestream Backup) is now FREE until 1/31 to backup your tweets & select Web2.0 apps: http://www.backupify.com/
I just voted for Dropbox for the Best Internet Application Crunchie! Vote here: http://crunchies2009.techcrunch.com/vote... #crunchies
Public Service Announcement: If you blog, please provide an easy way to subscribe to your RSS (eg @Feedburner & others)
RT @AdvisorSoftware: ASI acquires Advisor Partners: http://www.advisorsoftware.com/pressro...
@AdvPerspectives has it right: ALWAYS get client permission before contacting any professional about mutual client: http://www.advisorperspectives.com/newslet...
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
RT @ArkoviBackups @tonyramos: "Webinars that don't drive people nuts" by @laurasolomon http://www.meanlaura.com/archive... (good stuff)
RT @AdvPerspectives: The Danger of "Expert Advice" -Financial or Otherwise http://www.advisorperspectives.com/newslet... [Are you shutting down your clients' brain?]
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
RT @DocuVantage: Special holiday offer - $100 off on-demand #documentmanagement solutions. Valid until Dec. 31st - http://info.docuvantage.com/electro...
November 2009 CFP® Certification Examination Results Update - http://fppad.com/2009...
From @NewsFromIN: News from the account aggregation front: http://www.investmentnews.com/apps... [Did I miss the aggregation party memo?]
RT @AdvisorExchange: 3 account aggregation vendors that are helping advisors become more efficient http://www.accountaggregation.com/cashedg...
modified-RT @behaviorgap: New Sketch: Focus for 2010: http://ow.ly/i/ei9 [I like it. Are you considering expanding beyond Venn diagrams?]
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