Bob Veres Media Reviews: Finding Your Clients’ Financial Comfort Zone
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Bob Veres Media Reviews: Finding Your Clients’ Financial Comfort Zone

1 month ago · 14 min read

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MEDIA REVIEWS - December 8-15, 2022

In the first half of December, we have an article by business coach/consultant Stephanie Bogan on where and how to invest in yourself, and that Bob Veres fellow offers an ‘alternative’ tech stack that advisors could implement without resorting to any of the tried-and-true high-market-share programs in the fintech space. Michael Lebowitz offers a rather alarming perspective about what the inversion of the yield curve is predicting.

The most interesting Nerd’s Eye View article

Download the Bob Veres Media Reviews: Finding Your Clients’ Financial Comfort Zone

File name: mediareviews121522.pdf

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