Bob Veres Media Reviews: Nobody Knows Anything
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Bob Veres Media Reviews: Nobody Knows Anything

4 months ago · 8 min read

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MEDIA REVIEWS - July 16-31, 2022

The second half of the month Advisor Perspectives and kitces.com articles include a cautionary column about possible market downturns (and the impact on advisory firm revenues and retiring clients), signs that a client might be looking to move to another advisor, a how-to article about helping younger clients plan a sabbatical from work, and a discussion between Michael Kitces and Carl Richards on whether it makes sense to set concrete goals, or instead help

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File name: mediareviews73122.pdf

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