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Inside Information - A Message from Bob Veres

Message from Bob Veres

What is Inside Information? Broadly speaking, it has become a leading information source for the elite of the financial planning/financial services profession--that is, for the few members of the overall community who take themselves seriously as professionals, and who are constantly looking for ways to improve their businesses, and their service to clients.

There are two major components to the service: a monthly newsletter (Inside Information), and four monthly reviews of articles in the major trade publications in the financial planning space. The former is designed to keep you up to date on significant practice management and client service information and innovations. The latter is designed to save you hours of reading time each month--giving you time for more productive activities.

You should always approach a new reading commitment--or service--with caution; your time is valuable and limited.

I always welcome feedback, comments and especially new article ideas. You can reach me, the editor of the Inside Information service, at: bob@bobveres.com.

Bob Veres

Editor

Inside Information

http://www.bobveres.com

Note: Access to Inside Information is a benefit of PFP/PFS membership, which is an individual membership. If your peers would like access to this newsletter service, they can either purchase directly from Bob Veres or sign up for PFP membership.

Inside Information

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Media Reviews - May 24-31, 2013

Article: Bob Veres’ latest Media Reviews of Financial Advisor Magazine covers the business path of advisory firms and more.
Published on May 23, 2013

Bob Veres Media Reviews

Overview: Bob Veres Media Reviews service summarizes the contents of three or four professional magazines each month, with direct links so you can go straight to the articles that interest you.
Published on May 23, 2013

Media Reviews - May 15-23, 2013

Article: Bob Veres’ latest Media Reviews of Journal of Financial Planning covers hedging longevity risk in retirement and more.
Published on May 22, 2013

Media Reviews - May 8-4, 2013

Article: Bob Veres’ latest Media Reviews of Investment Advisor magazine covers setting the tone In your work environment and more.
Published on May 22, 2013

Bob Veres E-Columns

News: New! In his e-columns, Bob Veres explores topics that help you serve your clients better, and create a more efficient, effective and profitable practice.
Published on May 21, 2013

Media Reviews - May 1-7, 2013

Article: This article talks about advisors who help their clients invest in apartment buildings and other rental properties.
Published on May 15, 2013

Inside Information

Newsletter: Bob Vere's Inside Information
Published on May 13, 2013

Inside Information - May 10, 2013 Special Report Fee Samples

Article: Advisors from all over the U.S. marketplace provide information about their fee structures, including the amounts and how the fees were determined.
Published on May 13, 2013

Inside Information - May 2013

Newsletter: The May 2013 issue of Bob Veres' Inside Information monthly newsletter.
Published on May 08, 2013

E-Column - May 2013

Article: In this e-column, Bob Veres discusses a very touchy subject; the fees you should charge your clients.
Published on May 06, 2013

The X Factors - The Financial Outlook of Younger Generation Clients - Inside Information Newsletter April 2013

Article: This issue of Bob Veres' Inside Information monthly newsletter addresses serving a younger generation of clients, advisor acquisitions, practice valuation and more.
Published on April 30, 2013

Media Reviews - April 24-30, 2013

Article: Bob Veres Media Reviews service summarizes the contents of three or four professional magazines each month, with direct links so you can go straight to the articles that interest you.
Published on April 24, 2013

Media Reviews - April 16-23, 2013

Article: Bob Veres Media Reviews service summarizes the contents of Investment Advisor magazine.
Published on April 16, 2013

Media Reviews - April 8-15, 2013

Media Reviews - April 1-7, 2013

Article: Bob Veres Media Reviews service summarizes the contents of Financial Planning magazine
Published on April 08, 2013

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