Bob Veres Inside Information: June 2021
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Professional Insights

Bob Veres Inside Information: June 2021

1 year ago · 605.2 KB Download





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

Download the Inside Information June 2021

File name: insideinfo-june-2021.pdf

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