Bob Veres Inside information: Processing power tool
Professional Insights
AICPA logo
Cart
searchSearch
search
burger
AICPA logo
  • Home
Abstract dark blue image
Professional Insights

Bob Veres Inside information: Processing power tool

16 days ago · 862.2 KB Download

SECTION

EXCLUSIVE

Resource

available

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

  • Indigo Marketing Agency is collecting and posting client testimonials for advisors in a regulatory compliant way.

  • Nest Wealth has been rethinking the way advisors and their clients process their custodial paperwork.

  • Firms are now able to delegate their digital marketing efforts

  • You have a big recruiting advantage if you’ve developed an internal training program that is proven to help young advisors advance their careers. Otherwise, offer a

Download the Inside Information August 2022

File name: insideinfo-aug2022.pdf

Reserved for PFP Section members

Already a PFP Section member?

Log in with your AICPA account
 
Forgotten email
Forgotten password

Not a PFP Section member?

Discover the benefits of AICPA membership and Personal Financial Planning Section membership. To gain access to exclusive content, your first step is to join the AICPA.

Exclusively for

Mentioned in this article

Topics

Subtopics

Manage preferences

Related content