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FPPad Tech Tour: Rich Ellinger of Wealthminder

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Kandungan disediakan oleh FPPad. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh FPPad atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

For our final stop in Washington DC, we connected with Rich Ellinger, founder of Wealthminder, in the shadow of the Washington Monument on the National Mall. Hear how Ellinger is using his background in engineering and startup growth to make quality financial advice accessible to everyone.

(Watch FPPad Tech Tour with Wealthminder’s Rich Ellinger on YouTube)

Donate to the Foundation for Financial Planning and view more FPPad Tech Tour content online at http://www.fppadtechtour.com/

FPPad Tech Tour is brought to you by the following Back Stage Sponsors:
Envestnet|Tamarac: http://www.tamaracinc.com
Orion Advisor Services: http://www.orionadvisor.com
Redtail Technology: http://corporate.redtailtechnology.com

CHAPTER MARKERS
0:10 FPPad Tech Tour Intro
0:41 Rich Ellinger introduction
2:35 What was the draw to found Wealthminder?
4:50 How do you balance your work outside of Wealthminder?
5:54 How can technology help make advisors better at what they do?
7:16 Describe the evolution of Wealthminder as more and more advisors use the solution
8:57 Support for the Foundation for Financial Planning

  continue reading

50 episod

Artwork
iconKongsi
 

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on February 27, 2024 05:50 (11M ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 157896973 series 1236085
Kandungan disediakan oleh FPPad. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh FPPad atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

For our final stop in Washington DC, we connected with Rich Ellinger, founder of Wealthminder, in the shadow of the Washington Monument on the National Mall. Hear how Ellinger is using his background in engineering and startup growth to make quality financial advice accessible to everyone.

(Watch FPPad Tech Tour with Wealthminder’s Rich Ellinger on YouTube)

Donate to the Foundation for Financial Planning and view more FPPad Tech Tour content online at http://www.fppadtechtour.com/

FPPad Tech Tour is brought to you by the following Back Stage Sponsors:
Envestnet|Tamarac: http://www.tamaracinc.com
Orion Advisor Services: http://www.orionadvisor.com
Redtail Technology: http://corporate.redtailtechnology.com

CHAPTER MARKERS
0:10 FPPad Tech Tour Intro
0:41 Rich Ellinger introduction
2:35 What was the draw to found Wealthminder?
4:50 How do you balance your work outside of Wealthminder?
5:54 How can technology help make advisors better at what they do?
7:16 Describe the evolution of Wealthminder as more and more advisors use the solution
8:57 Support for the Foundation for Financial Planning

  continue reading

50 episod

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