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How Financial Advisors Can Leverage Amazon's Alexa For Brand Growth With Bill Winterberg

On this episode of The Resilient Advisor Podcast, Bill Winterberg and Jay Coulter discuss how financial advisors can use the new Amazon Alexa 'Skills' platform to help build their personal and professional brand. Bill Winterberg is the industry thought leader on issues surrounding fintech and in this interview he teaches financial advisors how they can leverage this new technology.

What We Discuss:

  • What exactly are Alexa 'Skills?'

  • How financial advisors can use the platform to stay connected with clients and prospects.

  • Privacy & security issues with Amazon and Alexa.

  • 63% of households are Amazon Prime members. It is a market that presents a 'first mover' advantage for financial advisors.

  • FP Pad Skill:

  • Subscribe to Bill's newsletter to learn how to build your own Alexa Skill:

Connect With Bill


Youtube: Link

Echo Flash Briefing:

LinkedIn: @billwinterberg

About Bill (From his website)

Bill Winterberg is founder and president of and is a respected personality in the financial planning industry. Bill is probably the only fintech vlogger in the United States (see the YouTube channel) and is widely recognized as an independent authority on the subject of technology in financial services.

Bill maintains the CERTIFIED FINANCIAL PLANNER™ certification and has past industry experience as a Registered Representative and a Registered Investment Adviser.

In 2014, Bill was recognized as a 40 Under 40 Honoree by InvestmentNews. He was also named to the 2013 IA 25 list of the most influential people in the financial services profession by Investment Advisor Magazine.

Bill is the host of FPPad Bits and Bytes, a weekly video broadcast covering technology news and information for financial professionals. He is a sought after keynote speaker who provides an objective and unbiased perspective of technology trends in the industry. Bill provides technology commentary for the Journal of Financial Planning and was the monthly technology columnist for Morningstar Advisor.

Prior to entering the financial services industry, Bill was an embedded software engineer for Hewlett-Packard Co. and LeapFrog Toys.

Bill lives in Atlanta, GA with his wife and seven-year old son.


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