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Jo Day discusses the Trumpet Publisher tool with Bill Winterberg of FP Pad

Bill Winterberg, founder of FP Pad, a leading provider of news and thought leadership on financial planning technology, met with Jo Day today to discuss the Trumpet Publisher and it's newest integration with Citrix' ShareFile. ShareFile enables advisory firms to create a custom-branded, secure space to exchange files and collaborate with clients.

To check out the podcast, visit http://fppad.com/2012/09/26/trumpet-publisher-sharefile-integration/


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Jo Day

Jo Day

Jo loves learning about interesting problems and how people are solving them. Jo is well known for connecting people and ideas and is a great catalyst (moo!) to change. Where some people see the world through rose colored glasses, Jo sees the world through processes. When Jo isn't hanging out with her family, Jo's favorite hobbies are being anywhere outdoors and coming up with new business ideas – just for fun!