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What story Bill Winterberg told 500 TD Ameritrade confab attendees that says it all about the new RIA technology and marketing realities

Google failed the Atlanta transplant, Yelp misled him and then YouTube hit the spot in the search for a financial professional

Author Guest Columnist Aaron Klein January 30, 2014 at 5:06 AM
Admin:
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A CPA suggested Winterberg 'e-mail me your last few years of tax returns,' which was a deal killer.

Brooke Southall

Brooke Southall

February 3, 2014 — 9:54 PM

Thanks again to Aaron for writing this article and congrats to Bill for such a solid speech.

Brooke

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June 25, 2014 — 11:00 PM

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Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

FPPad.com
Consulting Firm
Top Executive: Bill Winterberg

Riskalyze
Tech: Other
Top Executive: Aaron Klein



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