Bill Winterberg, CFP®
As AdvicePay’s Vice President of Financial Planning Growth, Bill serves as our fee-for-service and AdvicePay implementation expert. Having started his career in software engineering and later gaining unparalleled experience in the financial industry, Bill has led an impressive career in the FinTech industry. As a noteworthy leader in the space for the last 15 years, you may know him from his time as the founder and CEO of FPPad. Driven by authenticity and genuine experiences, Bill takes pride in providing the best possible solutions for you to implement and scale fee-for-service financial planning at your firm.
Fee-for-service financial planners can help small business clients maximize expanded tax credits by establishing a new retirement plan for employees
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Topics:
Practice Management,
Fee-For-Service
The economic challenges of 2022 combined with the rapid increase of inflation and interest rates motivated clients to seek out more than just investment management services from financial professionals. People not only want real financial planning, they ...
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Topics:
Compliance,
Retainer Model,
Practice Management,
User Experience,
Fee-For-Service,
Enterprise
