Bill Winterberg

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  The 2013 IA 25 Slideshow: Tech Gurus and Media Moguls

  By Editorial Staff  |  May 13, 2013

  Technology is so ingrained in our personal lives that it could easily be taken for granted by advisors who are satisfied to know what the cloud is.

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  Kitces and Winterberg Describe the Future of Financial Planning

  By John Sullivan, AdvisorOne  |  May 5, 2013

  At FPA Retreat, Michael Kitces and Bill Winterberg suggested that in the very near future—now?—planners won't be able to act like the Wizard of Oz. Better interaction and engagement with clients will mean better adoption.

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  The 2013 IA 25 Special Report

  By Editorial Staff  |  April 29, 2013

  With the 2013 IA 25, our 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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  Crossing Paths: The 2013 IA 25

  By Editorial Staff  |  April 29, 2013

  With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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  RIAs Aren’t Using CRM to Full Potential: Schwab TweetUp

  By Joyce Hanson  |  September 26, 2012

  RIAs are missing opportunities to use CRMs for everything from business analytics to social media, according to a Twitter “TweetUp” moderated by Schwab Advisor Services.

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  Disaster Recovery Plans and Succession Planning

  By Les Abromovitz  |  January 1, 2012

  RIAs owe a fiduciary duty to clients to prepare for disasters and other contingencies. If an RIA does not have a disaster recovery plan, clients’ financial well-being may be jeopardized.  RIAs should also engage in succession planning, ensuring a smooth transaction if an owner or principal leaves.