Investment Planning

    Investment Planning 

    Bob Veres Inside Information Newsletter


    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 those in the community who take themselves seriously as professionals, and who are constantly looking for ways to improve their businesses, and their service to clients.  It is designed to keep you up to date on significant practice management and client service information and innovations, with much focused on investment management.
     

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