Bob Veres Inside information: Taxes and inflation
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Professional Insights

Bob Veres Inside information: Taxes and inflation

1 month ago · 1.5 MB Download

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

  • Notes from the FPA Conference: Takeaways: How to improve team cohesion in your office, planning for gray divorce (and recoupling), identifying wealth-building traits in prospects and clients, and connecting with client values.

  • Now that it’s possible to get a real return on cash, it’s time to consider two services that are the best at providing it. Takeaways: A number of banks are bidding for your clients’

Download the Inside Information January 2023

File name: Insideinfo-Jan2023.pdf

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