Bob Veres Media Reviews: How to Interview IT Providers
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Bob Veres Media Reviews: How to Interview IT Providers

2 months ago · 21 min read

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MEDIA REVIEWS - November 8-15, 2022

One of the best conference meetings of the year in the planning ecosystem is coming up: the AICPA’s PFP Summit—which is open to all advisors, but is most suited to experienced planners and thought leaders. (Basically my audience.) Dates: January 30-February 1 in Austin, TX, closing at noon on the 1st. Speakers: Marie Swift, Brian Martin of Accredited Investors, Susan Bradley of Sudden Money and a really good succession planning conversation. I’m hosting a

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