Bob Veres Inside Information: Feb. 2020
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Professional Insights

Bob Veres Inside Information: Feb. 2020

2 years ago · 397.9 KB Download





Some major nuggets from the AICPA PFP Summit include recognizing that no client is ready to take all your advice, the need to hire women coming back into the workforce, and giving re-entering women flexible hours. Also, in the Feb. 2020 issue, you will find these articles:

  • Solutions, Not Products: Advisors who think all insurance products (especially including annuities) are a scam might want to look at how the industry is trying to meet their standards.

  • The Profession: Notes and

Download the Inside Information – February 2020

File name: insideinfo-feb2020.pdf

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