Bob Veres Inside Information: May 2020
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Professional Insights

Bob Veres Inside Information: May 2020

2 years ago · 879.1 KB Download





Once again, Bob Veres has his finger on the pulse of the many issues facing financial planning clients. In the May 2020 issue, you’ll find these articles:

  • Financial Planning: Have you heard that Artificial Intelligence is the future? Here's a working version of it available today.

  • Client Services: How to Maximize your clients' cash return.

  • Client Services: A tool that assesses client portfolios in two dimensions.

  • Parting Thoughts: The light at the end of a very, very long tunnel which

Download the Inside Information – May 2020

File name: insideinfo-may2020.pdf

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