Bob Veres Inside information: The benefits of professional Associations

1 year ago · 2.3 MB Download

SECTION

EXCLUSIVE

Resource

available

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

Software for Advisor Communications
Buying and Selling Advisory Businesses
Professional Associations

Note: Access to Inside Information is a benefit of PFP/PFS membership, which is an individual membership. If your peers would like access to this newsletter service, they can either purchase directly from Bob Veres or sign up for PFP membership.

DISCLAIMER: This document has not been approved, disapproved, or otherwise acted upon by

Download the Inside Information January 2022

File name: insideinfo-jan2022.pdf

Reserved for PFP Section members

Already a PFP Section member?

Log in with your AICPA account

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.

Learn more