Bob Veres Media Reviews: Learning clients’ biographies
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Bob Veres Media Reviews: Learning clients’ biographies

1 month ago · 11 min read

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MEDIA REVIEWS - December 16-23, 2022

I’m about to publish a review of the most interesting sessions at the FPA annual conference, and that will allow you to compare the Inside Information level of reporting with the breezy ‘hit a couple of high points’ reporting of the Schwab IMPACT conference by Evan Simonoff in this month’s issue of Financial Advisor magazine. My feeling after reading his summary of the meeting was: why did he bother?

Better to look at Susan

Download the Bob Veres Media Reviews: Learning clients’ biographies

File name: MEDIA REVIEWS - Dec 16-23, 2022

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