In June’s edition of Inside Information, Bob goes in depth on:
Peak 2 advice and service: The planning firm of the future will focus on specialized target client groups, raising the value of its advice. It will market itself beyond the local geography, and adopt a flexible array of revenue models.
NAPFA Spring conference: The first NAPFA meeting of the year offered a wealth of technical content—and on-demand opportunities to sample the rest of the presentations.
Held away management: Is