Bob Veres Inside Information: Sept. 2020
Professional Insights
AICPA logo
AICPA logo
  • Home
Abstract yellow image
Professional Insights

Bob Veres Inside Information: Sept. 2020

2 years ago ·



Bob Veres mentions a way to add significant value to clients who are facing challenges in life. In the Sept. 2020 issue, you will find this technique discussed along with the following articles:

  • When people encounter stressful transitions or environments like the current one, they lose cognitive func­tion. Start by “getting on the balcony” to see the big picture, and help clients defer potentially disastrous decisions.

  • Portfolio Management: A high-end portfolio management software solution is profiled at a midsized price.

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.

Related content