Bob Veres Inside information: Managing clients' career assets
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Professional Insights

Bob Veres Inside information: Managing clients' career assets

1 year ago · 670.3 KB Download





In August’s edition of Inside Information, Bob goes in depth on:

  • Peak 2 Technology: Experts and consultants agree on one thing: advisors' tech stack of the future will look very different from what we have today.

  • Beyond Monte Carlo: A new software program offers the opportunity to create much better, more informed conversations about client income in retirement.

  • The XCELLR8 conferences offer community members a window into emerging tech developments.

© 2021 Bob Veres

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Download the Inside Information August 2021

File name: insideinfo-august2021.pdf

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