Bob Veres Inside information: Become an adherence partner
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Professional Insights

Bob Veres Inside information: Become an adherence partner

24 days ago · 1.3 MB Download

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In the September edition of Inside Information, Bob goes in depth on:

  • Identify the key metrics that help you predict when you will need to add advisors and support staff. Assess your firm in seven different areas and see where the biggest discrepancies lie between where you are and where you want the firm to go.

  • What are the more subtle aspects of owning and investing in crypto assets? Some are surprisingly not yet defined. Clients can’t deduct losses

Download the Inside Information September 2022

File name: insideinfo-september-2022.pdf

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