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
FinaMetrica merges with PlanPlus: Fintech updates for August 8, 2017
FPPad Bits and Bytes for January 27, 2017
FPPad Bits and Bytes for January 20, 2017
Tour the LPL Financial campus in Fort Mill, SC with Victor Fetter
FPPad Bits and Bytes for December 16, 2016
FPPad Bits and Bytes for December 2, 2016
FPPad Bits and Bytes for November 18, 2016
FPPad Bits and Bytes for November 4, 2016
FPPad Bits and Bytes for October 14, 2016
eMoney Advisor Summit 2016: Hack-a-thon Winner
eMoney Advisor Summit 2016: Hack-a-thon Day One
FPPad Bits and Bytes for August 26, 2016
FPPad Bits and Bytes for August 19, 2016
FPPad Bits and Bytes for July 29, 2016
FPPad Bits and Bytes for July 1, 2016
FPPad Bits and Bytes for May 27, 2016
FPPad Bits and Bytes for May 20, 2016
[AUDIO] FPPad Tech Tour: Rich Ellinger of Wealthminder
FPPad Bits and Bytes for May 13, 2016
Create your
podcast in
minutes
It is Free
gm! crypto
The 404 Media Podcast
Big Technology Podcast
Babbage from The Economist
CyberWire Daily