You can find me over on LinkedIn and also on the 🦋 site
Boston, MA
Joined May 2008
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You can find me over on LinkedIn at
linkedin.com/in/billwinterbe…
and also on the 🦋 site
👋
Like it or not, ChatGPT and similar tools are dismantling gatekeepers and information asymmetry monetization
Boston, baby! 🍔
.@Delta’s first-of-its-kind partnership with Shake Shack will begin on flights out of Boston on Dec. 1, with plans for expansion to other U.S. markets throughout 2025.
news.delta.com/now-boarding-…
I like it when advisors tell me my goals are superficial 😶
A statement of financial purpose captures the "why" behind clients' financial decisions. This should go beyond superficial goals, reflecting deeply held priorities. Advisors play a crucial role by helping draft a statement that feels authentic & actionable bit.ly/3Ykd47W
The FINCEN BOI filing grift (“We’ll file for you for only $500 😇) is asymmetric information exploitation in action.
All our accounts are listed/tracked in Quicken, and the password to access the computer and Quicken file are shared via LastPass Families, protected with 2FA on family member phones. Plus, financial backup files are synchronized via Dropbox Family Plan (also secured with 2FA).
If you're "The Financial Spouse" in your home,
Your family is relying on you to stay on top of things.
....What if something happens to you?
I'm releasing this conversation this Thursday, giving 5 tips you can use to backstop your family if something happens to the financial spouse
I'll drop the link here Thursday or you can sign up below to have it sent straight to you
See you then!
deft-mover-6337.kit.com/fb85…
LOL ChatGPT threw in that "Advisor Associate" at the last minute 😂
.@NASAA wants to limit who can hold themselves out to the public as an “advisor.” #regulation #financialplanning #financialadvisor
bit.ly/3YArD67
Probably right. ⬇️
Exhibit A: I don’t answer my phone anymore from unknown numbers.
AI sales slop is infiltrating email and social DMs.
The last “safe” places are invite-only, moderated online communities where user testimonials are ultra valuable during due diligence.
Bill Winterberg, CFP®️ retweeted
We’re all going to be the sandwich generation. Build a financial plan for you and your family.
boldin.com/
