Bob Veres Media Reviews: 3 Steps for moving clients to other advisors
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Bob Veres Media Reviews: 3 Steps for moving clients to other advisors

2 months ago · 10 min read

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MEDIA REVIEWS - October 1-7, 2022

Before I get to this week’s Media Reviews summaries, I wanted to let you know about an initiative that came out of our (recently concluded) Insider’s Forum conference. In our HIFON preconference gathering, Adrianne Gordon, CEO of Davis Financial Planning, shared the impact that implementing the Entrepreneurial Operating System (EOS) practice management process has had on her firm. She then moderated a panel on firm management operating systems during the main conference, and throughout

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